China and the Global Economy
The drivers for China’s economy over the coming years
Highlights
Highlights
- China’s fiscal stimulus and monetary stimulus will be a driver for its economy, and perhaps a new commodities supercycle.
- China has also entered into one of the biggest trade deals in history, the Regional Comprehensive Economic Partnership, which entered into force in January 2022. The trade agreement includes the member states of the Association of Southeast Asian Nations
- I think we're moving to a world of three portfolios: The Swiss sterling/euro block, the renminbi block and the dollar block.
- When new energy meets old wires
- Real Estate Outlook – Switzerland, Edition 1H25
- Making diversification great again
- TRTPM monthly blog – Edition March 2025
- The expanding opportunity set
- Unified Global Alternatives – Hedge Fund Bulletin
- AI and datacenters: A new source of electricity demand
- Opportunities in UK commercial real estate
- The strategic and tactical case for loans
- Go against the tide, or with the flow?
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Introducing our leadership team
Meet the members of the team responsible for ÃÛ¶¹ÊÓƵ Asset Management’s strategic direction.
