055 | China: keeping the dragon awake

In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy shock from the Middle East conflict playing out? Has inflation been knocked out? Tune in to find out! You can read the full report on our webs ...  Show more

The UK is now looking for its seventh prime minister in 10 years after Keir Starmer’s resignation earlier this week. Interestingly, this week also marks 10 years since the Brexit vote, which roiled markets and divided forecasters. In this episode, Aria and Bob look at which proje ...  Show more

After years of slowing growth, the Chinese government is <a href="https://www.economist.com/finance-and-economics/2024/09/27/at-last-china-pulls-the-trigger-on-a-bold-stimulus-package?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discover ...

After years of slowing growth, the Chinese government is finally attempting to bolster consumer demand, business confidence and the stock market. Our correspondent analyses the surprise shift in policy (10:25). How will immigration policy play with swing voters in Arizona? And Sa ...  Show more

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets. Learn more about your ad choi ...  Show more

The spotlight is on China as the Communist party’s 20th National Congress takes place this week. At a critical moment when President Xi Jinping prepares to stay on for an unprecedented third term as leader, there’s an important problem: China’s economy is slowing down. The FT’ ...