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China in the news again: some perspectives
Weekly investor research
17 June 2019
China is back in the news. As usual, the coverage is tilted to the negative side. Will the G20 lead to an escalation in the US-China trade war? How badly is China’s economy hurting from US trade aggression? Can China cope in policy terms? What is going to happen to the CNY? Will the recent tensions in Hong Kong further undermine China? We provide some perspective and, hopefully, balance. The Weekly also covers good political news in Argentina, progress on the pension reform in Brazil, declining oil production in Venezuela and fiscal conservatism in Colombia.