BUSINESS
China’s Real Estate Woes: How bad can things get? — Part 2
Defaults by the top two real estate developers to falling property sales to defaulting Trust product issuers provide a glimpse of the issues facing the Chinese real estate sector. The broader fix for the crisis can only be from the government
BUSINESS
China’s Real Estate Woes: How bad can things get?
At the peak of the US property boom, about $900 billion a year was being invested in residential real estate. In the 12 months ended June 2020, about $1.4 trillion was invested in Chinese housing
BUSINESS
Higher for longer theme may lead to broad selloff across risk assets
The Fed is more hawkish than the market and under its higher-for-longer interest-rate scenario, real yields could go up again
BUSINESS
China’s underwhelming response to its economic woes has global consequences
China’s size means a slowdown there will pull down global growth. It’s time for the Chinese government and policymakers to introduce confidence-boosting measures
BUSINESS
A downgrade, resilient jobs, incoming higher inflation: How should market read them all?
Consensus for the US economy has moved from a mild recession to a soft landing or a no-landing-at all scenario, encouraging investors to take on more risk
BUSINESS
Investing in risk-on times: Peak inflation, peak dollar, peak rates pose a challenge
Many investors have held more cash than usual in anticipation of higher interest rates. But policy rates are now approaching a peak
BUSINESS
The three questions that investors should track in this news-filled week
There’s no dearth of market-moving news this week, with the US Fed decision, China’s stimulus or not, and signals from US earnings
BUSINESS
What a Skip-Hike US Fed cycle implies for a market in FOMO mode
The euphoria in markets indicates investors are pencilling a ‘one and done’ scenario for rate hikes, followed by rate cuts soon, ignoring forecasts. What could go wrong?
BUSINESS
Where is the Recession?
In their mid-year 2023 projections, most analysts have turned the most anticipated” recession into the “most postponed” one
BUSINESS
Managing a soft landing amid soaring markets and stubborn inflation: The challenge of the second half of 2023
The first half was a tale of forecasts of recession and peak interest rates gone wrong. The bulls are in the ascendant. What’s the second half looking like?
BUSINESS
Wagner’s Gambit: Non-event or heralding post-Putin era?
BUSINESS
The impact of El Nino on global inflation, GDP, agriculture and commodity prices
BUSINESS
Will the Fed skip, pause, pivot or skip, hike, pause, pivot?
BUSINESS
Are we at peak China?
BUSINESS
What is driving the US stock market higher this year?
BUSINESS
The recurring farce of a US debt default
BUSINESS
King Dollar and Queen Gold are here to stay
BUSINESS
Are we near the Fed rate hike pause level yet?
BUSINESS
Investors are being too optimistic on rate cuts and not pessimistic enough on recession: Bank of America warning
BUSINESS
Global asset returns show true market risk lies in its complacency
BUSINESS
2008 vs 2023: On course for a crash or a controlled bubble bursting?
BUSINESS
What lies ahead after two weeks of banking stress
BUSINESS
The Day After: Of bank runs, failures and bailouts
BUSINESS
All you need to know about Warren Buffett’s latest annual letter to shareholders
