- March 7th, 2025
As China's economic future comes into sharper focus, a critical message for global investors is becoming clearer: do not buy Chinese stocks expecting a massive fiscal stimulus to prop up the economy. Instead, the true bull case for Chinese equities...
Chinese stocks experienced a sharp selloff on Wednesday, triggered by disappointing economic data and uncertainty over Beijing’s commitment to further stimulus measures. The benchmark CSI 300 Index, which tracks the largest companies listed in Shanghai and Shenzhen, plunged as much...
The World Bank expects China’s economic growth to weaken further in 2025, despite a temporary boost from recent stimulus measures. This trend is likely to exert additional pressure on regional economies, particularly in East Asia and the Pacific, according to...
In Europe, there is a prevailing habit of producing detailed reports and ambitious plans that promise to address the continent’s challenges but rarely see the light of day when it comes to implementation. We excel at drafting recommendations for what...
Last week, Chinese stocks recorded their largest gain since 2015, a historic year that brings back memories not only of soaring valuations but also of a devastating crash. While the markets rejoiced in the rally, some experts warned investors not...
As China prepared for its annual Golden Week holiday—a time of national pride and celebration, especially this year as the country marks the 75th anniversary of the founding of the People’s Republic—the Chinese Communist Party unveiled a series of economic...
Over the past two decades, China's footprint in Africa has expanded significantly, raising concerns and prompting reactions from Western nations. This burgeoning relationship between China and Africa is multifaceted, encompassing economic, political, and military dimensions. At the core of this...
In the latest development in the complex and often contentious relationship between the world’s two largest economies, the Financial Working Group of China and the United States reportedly convened to discuss key economic and financial issues. Although neither Beijing nor...
During his inaugural year as Argentina's president, Javier Milei has waged a contentious but largely successful campaign against inflation. Now, Argentines are receiving more encouraging news: the economy is growing again. On July 18, Bloomberg reported a surprising uptick in...
In recent years, India has significantly altered its approach to foreign direct investment (FDI), especially from China, in the wake of heightened security concerns. Following the border tensions in 2020, the Indian government imposed stringent regulations on Chinese investments, requiring...
Loading posts... 
All posts loaded
No more posts