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Unlocking India’s structural opportunities: 10 charts
Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.
China bond defaults signal a coming of age as state safety net shrinks
Bond defaults by state-owned enterprises have rattled China’s onshore credit markets. We see this as an important if painful step in curtailing moral hazard.
China takes aim at trash
A massive nationwide effort is underway to improve China's waste management systems.
Chinese banks are due for national service
As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.
Not business as usual
Global health, monetary and fiscal policy are converging to triage the worst impacts of the Covid-19 coronavirus outbreak, but they come with a cost.
US China Phase 1: Apocalypse Postponed
'Phase 1’ of the US- China trade pact reveals no credible path forward, so instead the two sides have chosen to stand still
ESGenius: Regulation bites the tech giants, but does it have teeth?
It remains uncertain whether this amounts to a real change in the way companies use data, or if these changes are only being implemented to appease regulators.
Japan’s experience offers lessons for China’s financial sector reform
Japan offers China a lesson: postponing action on bad loans for years risks both the domestic economy and the country’s credibility with global investors.
US-China trade wars: What to expect from the G20
US President Donald Trump and China’s President Xi Jinping are expected to hold an informal meeting at the G20 Summit in Osaka, Japan on June 28-29.
In Baoshang Bank takeover, China takes aim at moral hazard
The recent move by regulators in China to take over Baoshang Bank marks a significant event in the development and liberalisation of China’s capital markets.
A Sustainable Investing checklist for UK pension trustees
UK pension fund trustees should prepare for tougher legal obligations when new government rules come into force later this year.
US-China trade truce makes a real deal more likely
The temporary truce in the US-China trade talks makes a real deal more likely, which would ultimately benefit both countries.
China's easing has not been easy
China’s deleveraging drive has softened, but credit to private companies remains weak. Bigger banks could be pushed to step in.
ESG leadership: Japan steps forward as the US steps back
When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.
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