◀ The Principal Blog

Posts by Binay Chandgothia, Portfolio Manager, Multi-Asset Advisors

China: Will Inflation Information Lead to Easing or Squeezing?



Monetary and fiscal policies seem to be changing in China. The country’s central bank, the People’s Bank of China (PBoC), and their main banking regulator, the China Banking Regulatory Commission (CBRC), have made some gradual but noticeable shifts over the past two months. Our initial…

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China: Which Direction for the Yuan?



I’ve recently had some conversations on the idea that China is intentionally weakening their currency, the yuan (aka the RMB), in an effort to put some support under economic growth that’s slowing down. It’s an interesting argument, but my personal take is that while China’s happy to…

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