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Trade War 2.0 is Not Likely to Rebalance US-China Trade
Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Is China’s Fiscal Agenda Flying Under the Radar?
Global Macro Strategist Bo Zhuang discusses recent fiscal measures in China that investors may be underestimating.
China’s Vulnerability to a Potential Trade War 2.0
Global Macro Strategist Bo Zhuang looks at some of the key factors shaping China's economy and the potential impact of[…]
China’s Road to Reopening
As the second-largest economy in the world, China’s reopening has important economic and market implications. Here are some key considerations.
Three Questions on China’s Geopolitical Balancing Act
How might China manage its strategic relationships with Russia and the West as the war continues? Senior Sovereign Analyst Bo[…]
Is Evergrande a Systemic Risk to China?
Senior Sovereign Analyst Bo Zhuang shares his perspective on China's Evergrande situation and how the government may respond.
A Guide to Understanding China’s Regulatory Crackdown
Senior Sovereign Analyst Bo Zhuang clears up some key questions about China's regulatory crackdown.
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