February, 10 2017 by lsr team

- Trade dispute with US to peak in 12 months - Trump deal could be 45% tariff on "non-essential" goods - Chinese trade surplus to fall from 2018 - RMB policy will be undermined - FDI will decline and then retreat

June, 11 2015 by lsr team

One of our senior economists, Richard Batley has just come back from a client trip to the US.  Five days of visits to investment managers up and down the East Coast should serve to dispel any doubts that Chinese equity volatility is front and center of almost all investors’ minds.  At nearly every meeting we were asked: Should we buy or sell Chinese equities? It’s an important question and deserves a detailed answer.  Critical to this investment decision is understanding why China’s slumping growth and booming equity market, that appear...