Tuesday, April 29, 2025
Tag:

China

Winter is coming and it’s going to bite

Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.

Another week, another central bank

This week, it's all about the ECB decision on Thursday. Andre Botha of TreasuryONE sets the scene.

The dollar blows them all away

Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.

China’s Malacca dilemma

Chris Gilmour puts on his geopolitical hat once more and gives excellent context to the importance of Taiwan and the impact on US - China relations in particular.

Africa – the final frontier (part 2)

In part 2 of his series on Africa, Chris Gilmour shares his views on foreign direct investment and the risks being faced by the continent in its relationship with China.

The Chinese GDP growth honeymoon is over

In this extraordinary piece, Chris Gilmour dishes out insights into China and why the GDP growth story may well be over.

25 or 50, that is the question…

If growth wasn't a concern, a 50bps hike would be a certainty this week. Instead, the MPC has a delicate balancing act ahead, with the market likely to place emphasis on the tone of its statement.

Market update: currencies and commodities

Chinese retail sales data gave emerging markets currencies a knock.

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