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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.

2026 China Outlook: Galloping Into The Year of The Horse

China Q3 Update: Tech Leads Bull Market, Trade Deal Updates, & New Goals Set In 15th Five-Year Plan

Are Commodity Executives The Best China Economists?

Could China Stop Exporting Deflation?

Could China Stocks Be The Ultimate Trump Trade?

2025 China Outlook: A Recipe For Re-Rating

KBA: China Rally – Could A-Shares Have More Room to Run?

Revisiting Hong Kong: Optimism Still Improving Even As Rally Gets Tested

By Brendan Ahern, KraneShares CIO