10/15/2021

IMF: China Has Means to Address Evergrande Crisis

"Similarly, earlier and clearly communicated intervention would likely minimize the risk of contagion, although at the cost of reinforcing a perception of individual firms being too big to fail."

10/12/2021

Inching Towards Normal - But Not Without Risk

We believe central banks will be worried that the pick-up in energy prices will undermine consumer spending resurgence and remain slow to tighten monetary policy. But China continues to concern us.