Louis Kuijs

Recent Posts

As financial markets started pricing in stronger US economic growth and inflation because of Joe Biden’s stimulus plan, US bond yields have risen....

China’s capital in- and outflows have risen strongly since early 2020, following the easing of policy restrictions both ways. However, China’s...

At the start of Joe Biden’s presidency, attention has turned to the new administration’s likely impact on China via the impact on the US economy...

As the recovery matures, we expect private sector spending to step up in 2021 while policy support retreats. Meanwhile, as China embarks on its...

While a Biden government should mean a less aggressive and more predictable US policy towards China, we don’t think the overall US stance on...

China’s economic outlook is challenged by tensions with the US – with the current US government looking to “decouple” from China – as well as,...