Policy & Regulation

The Coronavirus Policy Wave: When Will the Bill Come Due?
Fed Actions May Stabilize Global Corporate Markets
How Municipal Bond Issuers Will Navigate the Crisis
US Housing Reform and the Future of CRTs
The Case of the Missing Inflation…and What the Fed’s Doing About It
Is the Fed Done with Rate Hikes This Year…and Next?
US Government Shutdown—Dimensioning the Economic Effects
Populism Is Alive and Well: What’s the Big-Picture Impact?
Fewer Fed Rate Hikes in Store—But Not Because the Economy’s Faltering
Populism: Get Used to It
The Markets Are Volatile. The Fed Can Live With That.
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.

China, Emerging Markets, Equities, Policy & Regulation, Trade Wars


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