China's domestic economic landscape has significantly changed since the initial US-China trade war..

Macro Strategies, Sovereign Research, Emerging Markets, Trade

The Chinese government has quickly changed course. After months of enforcing a zero-COVID-19..

Macro Strategies, Sovereign Research, COVID-19

China and Russia have long had a common interest in undermining the US-led global order, in my..

Macro Strategies, Emerging Markets, Geopolitics

The financial troubles of China Evergrande Group, China’s second-largest property developer, have..

Macro Strategies, Sovereign Research, Emerging Markets

China’s recent blitz of education, technology, property and gaming regulations has triggered a..

Macro Strategies, Sovereign Research, Emerging Markets, Geopolitics