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Mo Ji
Blog 2 min read

Chart Room: Digging into China’s GDP growth

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.

Mo Ji + 3 others | 21 October 2021

Tigran Manukyan
Blog 3 min read

Infrastructure: A broad universe with diverse benefits and risks

Real assets and infrastructure can offer stable, inflation-linked returns, relatively high yield and diversification of risk.

Tigran Manukyan + 1 other | 2 July 2020

Jing Ning
Blog 3 min read

China again primes growth with infrastructure investment

With exports expected to slump and consumption still struggling to fully recover, China is turning to a familiar playbook - infrastructure spending.

Jing Ning | 25 May 2020

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