Research
Tip: To personalise the research list, click the gear symbol above.


Choose type:


Macro Comment ChinaTrade tensions on everyone’s lips

Download

Our recent investor trip did not make us any more worried about an escalation of the trade war between China and the US. China will likely not devalue its currency or dump US treasuries, and China's economy is doing quite OK, even as credit and, in particular, shadow banking are being curbed. The recent opening up of China's bond market for foreigners looks like an attractive investment opportunity, in our view.

Disclaimer

Bjarke Roed-Frederiksen

Senior Economist

Latin America and China

bjro03@handelsbanken.dk

Latest analyses

2018-10-11

Morgenmelding Danmark

2018-10-10

Morgenmelding Danmark

2018-10-08

Morgenmelding Danmark