Tag name: China
China Economic Outlook
What Effect Will China's Stock Market Rally Have on the Economy?
China’s Consumption Needs More Than a Subsidy Quick-Fix
The Shipbuilding and Maritime Industry
China: A Major Step to Modernizing the PBoC’s Policymaking
Global Economic Outlook: Uncharted Territory
China Investor Forum: When will China’s property sector bottom out?
Intelligent driving technology could go mainstream in China by 2025: Kaijun Qiu
Exploring China’s new consumption trends: Shaun Rein
Asia Macro Outlook 2023: Rolling with the Punches
Openness, Transparency are Key for Biotech Growth, Says Dr. Moore
US policy actions pose significant challenges to collaboration ... [Read more]
It Could Be a Different Story for Asian Equities in the Second Half
With a valuation cushion, Asian stocks are relatively ... [Read more]
China’s Net Zero Goal – Mapping the Decarbonization Path of Asia’s Superpower
China committed to net zero by 2060 but ... [Read more]
MacroBrew - Asia Outlook 2022: As the Tide Turns
Asia Outlook 2022: As the Tide Turns
We are cautious on Asia’s economic outlook in ... [Read more]
It’s the Decade to Double Down on Chinese Equities
It is time for global investors to recognize ... [Read more]
China: How the North/South Divide Highlights the Credit Risk Disparity
The widening north/south divide could result in a ... [Read more]
China: We See No Fiscal Cliff in 2021
With factors such as a moderate 2020 stimulus ... [Read more]
China Financials: 2021F – A Year of Recovery
Under a potentially strong recovery, life insurers and ... [Read more]
2021 Equities Outlook: ...it is more about 2022
Asia Outlook 2021 – Bracing for Reflation
We are overall quite positive on the outlook ... [Read more]
China’s Dual Circulation Strategy: A Tale of Chips Versus Homes
Dual circulation strategy is a combination of import ... [Read more]
Economic Policy under a Biden Administration
If Biden wins in November, he is likely ... [Read more]
China Education: Embracing the Online Boom
The online education industry in China has great ... [Read more]
China: Estimating Recovery Momentum from the Supply Side
The Chinese economy is still a long way ... [Read more]
Nomura Investment Forum Asia: Covid-19 will Reshape Global Auto Industry
As with most other industries, the lockdowns imposed ... [Read more]
Nomura Investment Forum Asia: Asia Healthcare Post Covid-19
Unsurprisingly, the hospital sector is one of the ... [Read more]
Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Global Economic Outlook 2020: On Shaky Foundations
Innovation driving Asia’s healthcare ecosystem
Asia's healthcare sector has been deploying innovative strategies ... [Read more]
Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity
We have been downbeat on the global economic ... [Read more]
Asia Mid-Year Equities Outlook 2019
China Video Surveillance: Secure Ground in the Homeland
For video surveillance companies in China, we believe ... [Read more]
US-China Trade Diversion: Who Benefits?
The ongoing and escalating US-China trade friction is ... [Read more]
NIFA featured article - New Equilibrium: US-China Tensions and the Fate of Free Trade
NIFA featured article - Will the Renminbi Crack Seven?
The downward pressure on the renminbi since last ... [Read more]
China Home Appliances: Structural Positives, Near-Term Challenges
In view of a slower economy, overseas exposure ... [Read more]
Chinese Hog Cycle and Inflation
While Beijing’s policymakers are trying to boost growth ... [Read more]
Asia Top Ideas Breakfast Series
On March 8, 2019, some of our top ... [Read more]
Equity Markets in 2019: Soft Power Matters
China outlook 2019: after winter comes spring
Asia in 2019: Always Darkest Before the Dawn
US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia
New Technology: Memory Hierarchy Emerge Through the Mix
Computing architecture is advancing owing to memory hierarchy ... [Read more]
Surplus or deficit: what drives the current account matters
Current account deficits in Indonesia and the Philippines ... [Read more]
China FinTech – 2018: survival of the fittest
Artificial Intelligence (particularly machine learning) and big data ... [Read more]
No Anesthesia: Asia’s Giant Accepts Reform Pain in Exchange for Sustainability
After decades of double-digit growth, China’s macroeconomic slowdown ... [Read more]
China: Beyond Falling M2 Growth
M2 growth has fallen sharply in China since ... [Read more]
Asia Economic Outlook 2018
A forecast of Asia’s sweet spot of solid ... [Read more]