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Blog Continuity and Concrete Direction: Takeaways From China’s 20th Party Congress Continuity and Concrete Direction: Takeaways From China’s 20th Party Congress Stability, security and self-reliance were overarching themes from China’s twice-a-decade leadership reshuffle. With few details disclosed on near-term supporting policies, we remain cautious on the Chinese market.
Viewpoints Trading Geopolitics: The Long View on Growing U.S.-China Tensions Trading Geopolitics: The Long View on Growing U.S.-China Tensions Economic and financial ties between the world's two biggest economies are increasingly fraying. We discuss the long-term outlook and implications for investors.
Blog What China’s Recovering Supply Chain Means for Global Inflation What China’s Recovering Supply Chain Means for Global Inflation Renewed growth in China’s manufacturing activity, coupled with softening developed market demand, should ease some supply-side pressures – but several other inflation risks remain prevalent.
Viewpoints Asia Market Outlook 2022: Diversified Opportunities Amid Volatility Asia Market Outlook 2022: Diversified Opportunities Amid Volatility Active management appears especially important during this fast-moving cycle when dislocations are likely and capturing resulting opportunities can be key to producing alpha.
Viewpoints What China’s Odyssey Towards “Common Prosperity” Means for Portfolios What China’s Odyssey Towards “Common Prosperity” Means for Portfolios China’s regulatory crackdown focuses on specific sectors. Market volatility will likely be temporary, and long-run prospects for active investors remain robust.
Carol Liao China Economist Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Liao is a senior vice president and China economist based in the Hong Kong office. She is responsible for crafting the firm’s outlook for the Chinese economy and monetary policy, and identifying key regional macro risks and investment trends. Prior to joining PIMCO in 2020, she was the senior China economist at J.P. Morgan for three years. Previously, she served as the China economist at the International Monetary Fund from 2013–2016, where she helped formulate the IMF’s view on China macroeconomics and policies. Earlier in her career, she worked for the Hong Kong Monetary Authority. She has 14 years of investment and financial services experience and holds a Ph.D. in economics from New York University.
