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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.

After the US Election – Still a Strong Investment Case For China

KWEB Valuation Metrics Overview

Michael Krause from the ETF Research Center shares his valuation metrics for the KraneShares CSI China Internet ETF

Notes from China: Consumer Culture is Everywhere

Brendan Ahern gives a first-hand account of China's new economy at work.

The Rise of China’s Spending Class

Brendan Ahern Interviews Gianni Kovacevic, Author of "My Electrician Drives a Porsche"

Review of Recent Market Volatility & 2016 Emerging Market Outlook

A Tale of Two Chinas

Divergent performance in China's "two-speed" economy

What Happened in August?

The effect of China’s shifting economy on global investors

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