No Pain, No Gain:  The Economic Consequences of Accelerating the Energy Transition

No Pain, No Gain: The Economic Consequences ...

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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 ...  عرض المزيد

Scraping The Barrel: Is The World Running Out of High-Quality Oil and Gas?

The world is not going to run out of oil and gas any time soon. Total oil and gas resources are more than likely to double demand by 2050, with gas reserves sitting at 1.5 trillion oil-barrel equivalents. It’s the quality of this supply that’s the issue. Advantaged resources (pri ...  عرض المزيد

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Robin Xing: China’s 20th Party Congress Commits to Growth
Thoughts on the Market

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, Mo ...

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Seth Carpenter: China’s Impact on Global Growth
Thoughts on the Market

As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.


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Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ...

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Chetan Ahya: When Will China’s Economy Reopen?
Thoughts on the Market

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 Thought ...

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The Narrow Scope of US Tariffs on China
Thoughts on the Market

Our Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those of 2018 and 2019, but still send a signal about the economic relationship between the US and China.


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