#China


 

How is India placed among the emerging market economies?

As part of our research, we recently analyzed India’s positioning among emerging market economies, a topic that continues to gain significant attention. In this blog, I will share insights from our analysis, comparing India to other key players such as Taiwan, Indonesia, Philippines, Brazil, Korea, Mexico, China, South Africa, Thailand, and Malaysia.   We looked […]

Associate Director, Co-Head Product Strategy, White Oak Capital
0
18 Jul 2024
 

China’s Unreal Estate

In the final instalment of our China series, we trace the journey of the country’s real estate industry – from its heady rise to its sudden crash – and how China is trying to emerge from the ashes.

Senior writer at Zerodha
0
19 Mar 2024
 

A People’s Republic?

This week, we turn to the single defining characteristic of the Chinese economy in the eyes of the world – its status as the factory of the world. We’ll see why exports are no longer the engine for GDP growth they once were, and ask whether China’s own domestic markets could be its answer.

Senior writer at Zerodha
4
10 Mar 2024
 

How the Chinese dragon burnt itself

All is not well with China’s economy. Its problems come from the very strategies that brought it 40 years of growth. In our first post on China, we examine its addiction to investment-led growth.

Senior writer at Zerodha
5
28 Feb 2024