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,...
APAC | Cities Outlook: Expect a broad return to growth
Posted by Scott McEwan on Mar 31, 2021
After an extraordinary downturn across Asian city economies in 2020 we expect a broad return to growth in 2021. But while many cities that...
China | Industry-led growth to rotate toward services as 2021 progresses
Posted by Jeremy Leonard on Mar 24, 2021
The latest coronavirus outbreak and reduced travel during the Chinese New Year holidays will weigh on sequential growth in Q1, but we expect...
APAC | The varying impacts from higher US bond yields
Posted by Louis Kuijs on Mar 24, 2021
As financial markets started pricing in stronger US economic growth and inflation because of Joe Biden’s stimulus plan, US bond yields have risen....
Are demographics a big problem for Asia-Pacific cities?
Posted by Richard Holt on Mar 11, 2021
Asian city economies were slowing down, even before Covid. While declines in working age populations will affect long term economic growth rates...
China | The surge in capital flows may be just beginning
Posted by Louis Kuijs on Mar 5, 2021
China’s capital in- and outflows have risen strongly since early 2020, following the easing of policy restrictions both ways. However, China’s...
US: highest hurdle to a more open trade policy is still China
Posted by James Watson on Feb 8, 2021
The Joe Biden administration faces unresolved trade disputes across the world, but the US-China relationship is the area with the greatest...
China | Biden will shift but not overhaul US policy
Posted by Louis Kuijs on Jan 28, 2021
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...
China Key Themes 2021: Growth to moderate and rotate
Posted by Louis Kuijs on Dec 14, 2020
As the recovery matures, we expect private sector spending to step up in 2021 while policy support retreats. Meanwhile, as China embarks on its...
Biden win not a significant game changer for Asia | APAC
Posted by Sian Fenner on Nov 11, 2020
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,...