Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
China
The great unravelling?
The initial bout of optimism around President Trump’s agenda for the US economy appears to be fading as uncertainty rises. Is this just a temporary... 
Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
Who’s afraid of DeepSeek?
The Chinese firm’s groundbreaking R1 AI model challenges many assumptions on the state of the technology. 
Is Chinese property troughing?
We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market. 
Podcast: Political drama, interest rates and fallible forecasts – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his take on the state of the market, and the outlook as we approach 2025. 
Challenging a complacent consensus
We think market participants may be mistakenly extrapolating the reflationary effects of the first Trump administration’s policies – and underestimating the impact of future tariffs. 
What a Trump presidency might mean for China trade relations
With Trump’s election, another round of tariffs against China seems inevitable. 
Chart of the month: Is this China’s ‘whatever it takes’ moment?
China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next? Recommended content for you
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