En Chine, l’activité industrielle est repartie sur les chapeaux de roue en février. L'économie chinoise semble se relever plus rapidement que prévu. Elle sort de trois ans d’isolement imposé au nom de la politique « zéro covid ».
Ces bons chiffres de l'industrie sont bienvenus à la veille du Congrès du parti communiste. Il annoncera l’objectif de croissan ... Show More
Yesterday
Pourquoi le dollar perd de sa valeur et ce que cela change pour l’économie mondiale
Depuis janvier, le dollar américain a chuté de plus de 10 % face aux principales devises mondiales. En cause, l’instabilité de la politique commerciale de Donald Trump et la pression qu’il exerce sur la Réserve fédérale. Cette dépréciation, inédite depuis plus d’un demi-siècle, p ... Show More
3m 20s
Jul 8
Un prestigieux cabinet de conseil au cœur du projet très controversé «Gaza Riviera»
Un projet controversé, censé transformer la bande de Gaza en destination de luxe, refait surface après des révélations du Financial Times. Au centre du scandale, le prestigieux cabinet de conseil Boston Consulting Group, accusé d’avoir joué un rôle bien plus large que prévu dans ... Show More
3m 20s
Oct 2022
Chetan Ahya: When Will China’s Economy Reopen?
While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover?
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Welcome to Thoughts on the Market. I'm Chetan Ahya, Chi ... Show More
3m 3s
Sep 2022
Robin Xing: Can China’s Economy Stabilize Global Growth?
As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find?
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Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. Along with m ... Show More
4m 5s
Nov 2022
Robin Xing: China’s 20th Party Congress Commits to Growth
At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?
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Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. ... Show More
4m 11s
Aug 2022
China's economic challenge
China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ... Show More
18m 3s
Sep 2022
Chetan Ahya: Why are Asia’s Exports Deflating?
As consumers around the globe scale back on goods spending, how are Asian export markets impacted and where might opportunities lie?
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Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanly's Chief Asia Economist. Along with my colleagues, bringing y ... Show More
4m 6s
Mar 2023
The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources
As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... Show More
31m 37s