China – 5 Cs in the Year of the Metal Ox – February 2021
We believe the calm and measured character of the ox is likely to be reflected in China’s economic and political stance in 2021, which could provide opportunities for investors
Credit Continuum – February 2021
Positive fundamentals chart the way to recovery, but we remain vigilant.
2021: No time for consolidation – January 2021
During 2020, governments took measures to address the immediate economic consequences of the pandemic. Will we see these measures be progressively phased out in 2021, and will public finance start to consolidate?