Q1 2022 Quarterly Outlook (PGIM Fixed Income)
PGIM Fixed Income's First-Quarter Outlook features some common themes that permeate the fixed income landscape as the new year commences. After a stretch of strong beta performance, the current…
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China Outlook – Some unconventional thoughts (BNP Paribas AM blog, Jan 2022)
While there appears to be a large degree of market consensus on China’s GDP growth in 2022, there is less clarity on the three to five-year outlook. A raft of issues could slow growth momentum in…
Going Premium: Lessons from China’s beer industry (Eastspring Investments, Jan 2022)
Rising disposable income and an increasing appreciation for quality have changed Chinese consumer preferences. China’s 'common prosperity' goal should also increase overall purchasing power and…
