Videos

Chinese policymakers are set on maintaining economic stability ahead of a crucial Communist Party meeting next year—but while that means stabilizing growth it also means pushing back against a property bubble. In this video interview, Andrew assesses the tactical trade-offs that must be made in support of the strategy of stability.

Tan Kai Xian & Leonor du Jeu: The US Trade Deficit Conundrum

On the surface, Sweden’s two-year experiment with zero, and then negative, interest rates appears to have worked well. Growth is strong by developed world standards, and the economy has escaped deflation. But this success has come at the price of an asset price bubble that looks increasingly dangerous. Pierre Gave assesses the risk, and examines possible exit routes for the Riksbank.

After the Bank of Japan’s announcement earlier today of quantitative easing “with yield curve control”, Neil delivers a quick-fire video assessment of the new policy slant, and what it will mean for markets and the broader Japanese economy.

Will and KX present the quick view on the US economy and financial markets

Fresh off the publication earlier this year of his book on China, Arthur in this video interview explains China’s long-term economic development strategy before zooming in to answer the key questions that currently vex investors, namely, the trajectory of growth and the potential for a severe financial crisis.

Louis outlines his view on this summer's unusual global economy and offers investment advice going forward into autumn.

Nick presents what's at stake in Italy's upcoming constitutional referendum, and what it could mean for the European Union

Stefano Capacci On The Politics Of Italy's Referendum

India needs to create roughly 8mn new jobs each year to absorb new entrants into the labor force and capitalize on a demographic dividend which has already part expired. Narendra Modi’s government must overcome a deep-set problem of “jobless growth” which, if unchecked, promises to create seething resentment in sprawling urban regions. If successful, Tom argues that India should be able to follow a China-style urbanization process with huge implications for supplier industries.