The latest batch of official PMI data gave a nice boost to Chinese equities and also commodities. While China's supply-side stimulus allows to “mobilize” the official sector fairly quickly, it does no...

The most recent macroeconomic figures show that the Chinese slowdown is much more severe than expected and not only attributable to the Covid-19 lockdowns. It is easy to use the Covid-19 lockdowns as ...

It has been a month since Shanghai entered into lockdowns due to the Omicron outbreak. Looking at the A-shares market, this is earnings season, and we continue to track the performance of key listed c...

On 21 December 2021, China's NEA published a draft update to the Measures for Administration of Ancillary Services, the overarching document governing ancillary services in China.

China's property sector is not a growth driver of the Chinese economy, but a growth passenger. China's fiscal system also created incentives for local governments to favor housing market development.

The ASEAN region has shown a strong rebound in manufacturing output during October. As a result of the severe negative impact of the COVID-19 pandemic and widespread lockdowns and travel bans, many AS...

Past experience shows us that emerging markets have historically reacted positively to higher global rates, especially if the latter reflects an improving global growth outlook. Most emerging markets ...

Today, China's economic recovery continues ticking along, and we are even seeing some indicators showing growth relative to last year.

During the COVID-19 crisis, investor flight to safety assets and a strong US dollar battered emerging market stocks this year.

After the COVID-19 earthquake and a historical contraction, China is rebounding. Advanced economies face a depression-like plunge. The consequent tsunami is abo