China (100)

Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk
Markets and economics

Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk

Where next for investors in light of the Indian election result? And are Chinese bond yields...

By LGIM

06 Jun 2024

1 min read

Is China exporting deflation?
Erik Lueth
Markets and economics

Is China exporting deflation?

There is handwringing in Western capitals about excess capacity in China. The fear is that Chines...
By Erik Lueth
20 May 2024
3 min read
Why a change in tone from the Politburo makes us more constructive on China
Erik Lueth
Markets and economics

Why a change in tone from the Politburo makes us more constructive on China

A change in tone in the recent Politburo meeting and policy measures announced over the past few...
By Erik Lueth
13 May 2024
2 min read
Podcast: Patient Powell, China’s equity rally and oil – Market Talk
LGIM
Markets and economics

Podcast: Patient Powell, China’s equity rally and oil – Market Talk

With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the intere...
By LGIM
03 May 2024
1 min read
Podcast: Geopolitics, higher real yields, and China GDP – Market Talk
Markets and economics

Podcast: Geopolitics, higher real yields, and China GDP – Market Talk

How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts no...

By LGIM

18 Apr 2024

1 min read

Podcast: Lunar New Year – Market Talk special
LGIM
Markets and economics

Podcast: Lunar New Year – Market Talk special

With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal...
By LGIM
01 Feb 2024
1 min read
Friendshoring: the new not normal
Matthew Rodger
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.
By Matthew Rodger
25 Jan 2024
3 min read
Podcast: Rallies, Red Sea disruption and Taiwanese elections – Market Talk
LGIM
Markets and economics

Podcast: Rallies, Red Sea disruption and Taiwanese elections – Market Talk

In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and...
By LGIM
04 Jan 2024
1 min read