With Covid-related restrictions now removed, the Chinese economy is due for a bounce. In consensus thinking, much of that uptick...
China Zero-Covid
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Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious.
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
We think China's exit from its zero-Covid policy will only happen in H2 2023 - a more cautious view than...
