A surprise clampdown on the black market economy is the latest in a string of measures Jaipur Asset Management believes will add whole percentage points to India’s GDP growth.
Foreign exchange markets are pricing in the possibility of another financial crisis in emerging Asia and not without good reason, Commonwealth Bank economists argue.
One broker points out that the market is misunderstanding Beijing’s official monthly PMI releases and drawing the wrong conclusions.
China’s consumers need to lift the pace of spending in order for consumption to take the helm in the economy, as investment in industrialisation is reduced, ANZ Bank analysts contend.
AllianceBernstein believes that despite concerns over weak growth and market volatility, China is still a country with tremendous upside potential.
PFP Wealth Management’s Tim Price looks back at history in the context of the Chinese stock market’s bubble and bust.
As Beijing rolls out further stimulus policies, the question is being asked “Has China joined the global QE battle?”
Beijing has announced its intention to make the renminbi a fully convertible currency this year, but analysts believe this is an ambitious target.
The Chinese government would be foolish to think 7% GDP growth is the new floor, or the economic transformation is finished, argues GaveKal’s Andrew Batson.
AllianceBernstein argues structural reforms and targeted stimulus will prevent a hard landing for China’s economy but nonetheless ensure a long landing.