Is China slowing down? Will it face a hard landing? Investor sentiment towards China has shifted from euphoria to pessimism. There has been a great deal of “China bashing” across the world, which appears to have peaked recently, with the SEC threatening to forcibly delist every Chinese company currently listed on a U.S. stock exchange […]
Yesterday, the People’s Bank of China (PBOC) cuts of 25 basis points on both lending and deposit rates, suggesting that May data (industrial production, retail sales and loans) to be released Saturday 9 June may disappoint. The cuts also reflect Chinese authorities’ concerns over the growth slowdown and sends a strong signal that the government […]
Here are this month’s headline news from around the world. Find more analysis and views in this month’s Perspectives, available for downloading. Most central banks in the emerging world have been easing monetary policy against a backdrop of diminishing inflationary pressures and less robust economic growth. India and Brazil both wrongfooted financial markets when their […]
Here are this month’s headline news from around the world. Find more analysis and views in this month’s Perspectives, available for online reading and downloading. Inflation slowing in Brazil and China Inflation rates have been coming down in several emerging nations, allowing monetary and political authorities to implement further measures geared towards supporting economic growth. […]
Focus on equity markets Our investment strategy reflects the macroeconomic environment which we describe below. Over the past few weeks, financial markets continued to be torn between the deflationary forces of the global economic backdrop and renewed optimism linked to improved economic data. Markets continue to be in such a state, alternating hopes of central […]
Pictet Wealth Management is the proud sponsor of The Entrepreneurs, Monocle‘s weekly business briefing featuring the most inspiring people, places and ideas from around the world. We invite you to take this week’s show with you for the week-end! On this week’s edition of The Entrepreneurs, we head to Brazil to check out the status […]
The February 2012 issue of Perspectives is now available for download. Here are this month’s headline news from around the world. Emerging economies: inflation receding Monetary authorities in several emerging countries can now relax their monetary grips as inflationary pressures have diminished. If they need to, governments in these countries also have the option, thanks […]
New economic figures indicate that China’s economy seems to be holding up well and stabilizing: domestic demand is cushioning weakness in global demand. The January manufacturing Purchasing Managers Index (PMI) in China climbed to 50.5 from 50.3 in December, well above market expectations of 49.6. This increasingly positive economic picture underlines the improvement of monetary […]
The Chinese tightening process to cool the real economy and tame inflation is showing an ever increasing effect. The October consumer price index, the main gauge of inflation, was published in line with expectations at 5.5% y-o-y, down from 6.1% in September. Food inflation slowed to 11.6% y-o-y, down from 13.4%. Non-food inflation decreased to […]
The September manufacturing PMI in China rose to 51.2 from 50.9 in August and 50.7 in July, above market expectations (51.1). This reading was positively distorted with September being the eve of the national holidays. Therefore, the data can hardly be taken to suggest that the Chinese economy is accelerating. However, even if we do […]
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