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Investment Weekly

China outlook brightens
20 October 2023

    Chart of the week - China outlook brightens

    After this year’s lacklustre post-Covid re-opening, it appears that cyclical growth in China is finally stabilising. The data shows promising signs of recovery in the manufacturing and tech sectors, and a rise in the volume and value of exports in September.

    Chart of the week - US Treasury yields retrace

    More from this week:

    Market Spotlight

    • European value stocks

    Lens on…

    • A tale of two risk premiums
    • Struggling small caps
    • Excess consumer savings still have a way to go

    Download the full report PDF, 2.82MB