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


Choose type:


Emerging Markets

Fast Comment China — Credit rating downgrade a blow to China’s push to attract foreign bond investors

  1. Limited negative effect on the overall economy
  2. More difficult to liberalise capital restrictions
  3. Authorities reject the arguments

Bjarke Roed-Frederiksen, Economist | bjro03@handelsbanken.dk

Fast comment China — The slowdown is here

  1. All indicators point to slower growth
  2. Industrial sector leading the slowdown – property to follow suit
  3. Do not fear a total collapse

Bjarke Roed-Frederiksen, Economist | bjro03@handelsbanken.dk

Fast Comment China — Economic growth accelerated in Q1

  1. We still expect growth to slow ahead…
  2. …despite strong momentum in March

Bjarke Roed-Frederiksen, Economist | bjro03@handelsbanken.dk

Global macro forecast — US toward recession

• Europe pressured by structural problems
• The economic and political toolbox is empty
• Low growth in the Nordics

Ann Öberg, Chief Economist | anob04@handelsbanken.se

Fast Comment China — China’s economy started 2017 on a strong note

  1. Construction investments keeps the economy running
  2. Lunar New Year holiday distorts data, as usually
  3. Less policy support needed

Bjarke Roed-Frederiksen, Economist | bjro03@handelsbanken.dk

Fast Comment China — China’s economy started 2017 on a fairly strong note according to the PMIs

  1. Both manufacturing PMIs rebounded in February
  2. PMIs and economic growth set to decline ahead
  3. Lunar New Year holiday might have distorted the picture

Bjarke Roed-Frederiksen, Economist | bjro03@handelsbanken.dk