A China factor is increasingly present in a large set of non-CNY-denominated assets, which can create “hidden” opportunities as well as “hidden” risks.
China’s speedy economic development and dominant role in global trade has spurred a rapidly evolving financial system with an increasingly diverse capital market.
IPO volumes are set to hit a new record in 2021, offering investors higher return potential than traded equity, albeit with higher risk. But choosing the right IPO depends on more than just geographical location and sector.
China’s great crunch: causes and consequences, at home and abroad
A mix of temporary and self-inflicted factors has sparked a sudden slowdown in China, which we expect to continue through Q4 2021 and the beginning of next year.
Energy prices in Europe: (a costly) winter is coming
Pent-up demand, tight supply, green policy and bad timing are the recipe for skyrocketing energy prices, which could take three to six months to cool down.
European exporters, especially France, have lost significant market share over the past two decades as China emerged as a global exporter for manufactured goods.
Global trade has bounced back stronger than expected so far in 2021, driven by input restocking and shipping constraints rather than supply-demand dynamics.
With investors increasingly looking for yield-enhancing opportunities, China has emerged as a big capital hook, given its resilient economy, stable currency and relatively liquid fixed income market.
