China and Emerging Market Liquidity: Russia Unplugged?

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China and Emerging Market Liquidity: Russia Unplugged?

 

·           Ukraine’s invasion is without doubt a major negative for World markets, but it may be even eclipsed by Chinese tightening and higher oil prices? US$130/bbl. oil could smash Global Liquidity lower by up to 30%, driving the World economy into recession

 

·           China is again squeezing domestic liquidity conditions. Even ignoring soaring oil prices, based solely on the low ebb of PBoC liquidity injections, World business activity is set to slow further over coming months

 

 

 

 

See our latest published research, China and Emerging Markets Latest GLI™ – March 2022

 

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