Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
China
Chart of the month: Is this China’s ‘whatever it takes’ moment?
China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next? 
Gauging the impact of tariffs under Trump
One of the biggest policy differences between the presidential candidates is trade; at stake is the speed of deglobalisation. 
Chinese stimulus for a happy anniversary
China unleashed a concerted, well-timed stimulus effort last week ahead of the 75th anniversary of the People’s Republic of China and a week-long holiday. Should... 
Deglobalisation is just getting started
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation. 
Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk
Where next for investors in light of the Indian election result? 
Podcast: US consumption, equity and credit divergence and copper – Market Talk
Are tighter lending conditions finally impacting the US consumer? And what’s behind the apparent divergence in equity and credit markets? 
Is China exporting deflation?
There is handwringing in Western capitals about excess capacity in China. However, a look at macroeconomic data suggests these fears could be exaggerated. 
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 months have led us to become somewhat more... 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 interest rate front? Ben Bennett, Investment Strategist APAC,... 
China’s L-shaped recovery
China’s leadership set the 2024 growth target at 'around 5%', in line with last year's target and actual outcome. It will be challenging to hit... 
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