Category Archives: Uncategorized

Three Supporting Factors and One Major Concern for 2017

Qinwei Wang is an Economist. China’s economy has held up relatively well so far, after strong concerns one year ago. We expect some slowdown in 2017, but this should be less painful than in 2015. Let’s see the three supporting factors … Continue reading

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EM: Trump, Jump, Pump or Dump?

Alessia Berardi is a Senior Economist in charge of providing analysis on macroeconomic issues. Macroeconomic conditions in Emerging Markets (EMs) are much better today than they were at the end of 2015 or the beginning of 2016. In line with our … Continue reading

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Eurozone: Noisy Politics, Steady Economics

Andrea Brasili is a Senior Economist in charge of providing analysis on macroeconomic issues. After Brexit and the US presidential election, a third ballot nightmare materialized in December when the Italian constitutional referendum ended in a wide defeat for Prime Minister Matteo … Continue reading

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European Equities Outlook for 2017

2016 has been a challenging year for European Equity investors. I provided the following comments at a recent investment conference. Video: 2017 Outlook for European Equities Click here for our complete selection of 2017 Outlook videos. 2016 has been particularly difficult … Continue reading

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A More Constructive View of China

Pioneer Investments Economist, Qinwei Wang shared his thoughts with followPioneer. Recent developments have suggested that growth momentum in China has been holding up relatively well, while there are increasing signs that policymakers are accelerating their efforts in structural measures. As … Continue reading

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