Chetan Ahya: When Will China’s Economy Reopen...

Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and what that would mean for fuel costs and energy markets.Read more insights from Morgan Stanley.----- Transcript -----Martijn Rats: Welcome to ...  عرض المزيد

Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on ...  عرض المزيد

China has this week reopened its borders for the first time in nearly three years. There have been scenes of joy and relief for many Chinese citizens after years of isolation. Ed Butler asks whether this is a turning point, as some are describing. What are the longer term economi ...  عرض المزيد

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 ...  عرض المزيد

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

Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in addressing the country’s internal and external economic challenges. This episode e ...  عرض المزيد