Emerging Markets

Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

by John Lin, Stuart Rae
Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine.

Emerging Markets, Equities, Policy & Regulation, Trade Wars


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How Contagious Is Turkey?

How Contagious Is Turkey?

by Morgan Harting, Christian DiClementi
The Turkish lira has dropped 38% as of August 28, putting pressure on inflation as well as the country’s debt-heavy corporations and banks. Investor jitters have spread over the past week to some other emerging markets and European banks with Turkish exposure, but we don’t expect contagion to expand much further from here.

Currency, Emerging Markets, Fixed Income, Multi-Asset, Volatility


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