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Macroeconomic Trends

In-depth research on critical macroeconomic trends, with a strong focus on the Chinese economy. We analyze the real-time impact of geopolitical updates and financial policy on the Chinese economy, China’s economic growth, and the global market economy.

Spring’s Sprung

China Market Connect May 2024 Edition by Dr. Xiaolin Chen, Head of International

China Rising? Unveiling The Potential Drivers of A Sustained Equity Bull Market

5 Reasons China’s Recent Stock Market Rally is Fundamentally Different

By: Brendan Ahern, Chief Investment Officer

China Market Connect March 2024: Marching in Asia

By Dr. Xiaolin Chen, Head of International

China Market Connect February 2024: The Arrow Is Nocked, It Must Fly

By Dr. Xiaolin Chen, Head of International

Jonathan Krane’s 5 Key Takeaways for US-China Relations from The APEC Summit in San Francisco

A Fireside Chat With Louis Gave From Gavekal Research On China’s Economy, Markets, & Politics

10 Charts On China’s Stimulus And Potential Tailwinds for Equities