China is a significant net creditor to the rest of the world. At the end of 2020, its foreign assets totaled US$8,704 billion, or 59.1% of GDP,...

After an extraordinary downturn across Asian city economies in 2020 we expect a broad return to growth in 2021. But while many cities that...

The latest coronavirus outbreak and reduced travel during the Chinese New Year holidays will weigh on sequential growth in Q1, but we expect...

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

Asian city economies were slowing down, even before Covid. While declines in working age populations will affect long term economic growth rates...

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

The Joe Biden administration faces unresolved trade disputes across the world, but the US-China relationship is the area with the greatest...

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...

With Joe Biden set to become the next US president in January 2021, it removes some of the downside risks to our Asia’s economic outlook. However,...