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A collection of 2 posts
QuickScan: External Macro Factors Still Positive
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QuickScan: External Macro Factors Still Positive

In early January, we wrote that we were seeing early signs that the external macro environment could deliver some much-needed support to China’s economy and industrial firms this year (see QuickScan: Can the External Macro Environment Prove to Be a Boon?). We believe this thesis is still intact despite
18 Mar 2024 4 min read
QuickScan: Can the External Macro Environment Prove to Be a Boon?

QuickScan: Can the External Macro Environment Prove to Be a Boon?

As we enter the new year, China’s domestic conditions continue to appear lacklustre. However, there are early indications of positivity in the external macro environment. Should these signals come to fruition, they could offer some much-needed support to the economy and industrials in the year ahead. The USD has
04 Jan 2024 3 min read
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