Natixis Research highlights the role of natural gas and related assets as an indispensable link in the journey towards carbon neutrality.
Many Asian economies will age more rapidly over the next several decades, including Mainland China, Hong Kong, Japan, Singapore, South Korea, Taiwan and Thailand. Our report explores the consequences at the macro and sectoral level.
by APAC Research Team
The rapid decline of the dollar since the beginning of the summer of 2020 raises the question of whether it has entered a long correction phase. The Covid crisis has indeed accentuated the imbalances in the US economy.
Faced with the fall in the national savings rate, the sharp increases in the public and current account deficits, as well as in the Fed's balance sheet, will make the dollar less attractive, all the more so as real long-term rates will remain durably negative.
In this new Cross Expertise, we analyse the potential impact of a dollar correction of around 20% on global growth and certain asset classes.
China’s foreign direct investment (FDI) has been under the spotlight for a long time. Even before the US-China trade war, doubts were casted over the prospect for FDI as global manufacturers sought opportunities to not only circumvent the rising labor cost in China but also to diversify their outsourcing in a China-centric global supply chain. In fact, the utilized FDI steadily decreased from 2.4%of China’s GDP in 2008to only 1% in 2019.