Adam Wolfe in FT Unhedged: ‘China isn’t deleveraging yet’
FT’s Ethan Wu continues his discussion about China’s struggling economy, arguing against the notion of a balance sheet recession, but rather suggesting China’s problem appears ‘more like a consumer confidence deficit plus a meltdown specific to property investment’.
30th AUG. 2023
Adam Wolfe in FT Unhedged: China’s confidence deficit
FT’s Ethan Wu discusses China’s troubled economic situation. ASR’s Emerging Markets Economist, Adam Wolfe, shares his expertise on this matter, describing China’s challenge as rooted in insufficient confidence, rather than the increasingly popular narrative of a Japan-style balance sheet recession.
21st AUG. 2023
Michael Penn in Investment Innovation Institute (i3): ‘Climate Change Impact on Investments is Underestimated’
A recent article by i3, an Australian media group focused on the investment industry, explores Steven Keen’s argument of the significant underestimation of climate change impact on global economies. ASR’s Michael Penn provides valuable insights on how investors should incorporate and quantify climate risk.
16th AUG. 2023
Summer Work Experience with ASR
These last three weeks we have welcomed Teia Currimbhoy, studying a BA in History at the University of Oxford, to ASR on a short research project to investigate ‘The changing role and future of ASEAN (Alliance of South EastAsian Nations) in the ‘New Cold War’ between the United States and China’.
14th AUG. 2023
ASR in Bloomberg: China’s debt ratio hits record, marking slowdown in borrowing
Bloomberg’s Tom Hancock discusses China’s debt-to-GDP ratio hitting record highs, in which Bloomberg estimates show that total debt rose to 282% of GDP. When discussing China’s risk of a ‘balance sheet recession’, ASR’s Adam Wolfe comments…
28th JUL. 2023