Europe at a Crossroads
October 18, 2021
The Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative ruling coalition in Germany, looks set to put the region on a path towards increased integration, higher growth, and better investor returns. But whether the current moment will go down as a seized—or (another) missed—opportunity for Euro area integration and growth is Top of Mind. 

 

Is China Investable?
September 13, 2021
As the Chinese government continues to carry out unprecedented regulatory tightening, what the new regulatory environment means for China’s growth, investment outlook and beyond is Top of Mind. We get perspectives from Primavera Capital’s Fred Hu, Oxford University’s George Magnus, Tsinghua University’s David Li and CSIS’s Jude Blanchette, and our own economists and strategists. Hu, Li and our analysts view these shifts as largely consistent with the goal of achieving sustainable and socially responsible growth, suggesting limited damage to China’s longer-term growth and investment prospects, despite the likelihood of continued market volatility and a growth drag over the shorter term.

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