China stands at the door of the year with two faces

clock • 2 min read

What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?

In Asia, the Association of Southeast Asian Nations (ASEAN) is starting a new cycle and demand for tech products is reinvigorating Korea and Taiwan. But what will happen in China and India, where the situation feels less certain? Confidence shows signs of snowballing in ASEAN equities Like Janus, China stands at the door of the year with two faces. One looks back to accumulated debt coming home to roost in 2020, with Bloomberg estimating debt repayments have reached 43% of GDP. The as yet unknown impact of the coronavirus, Taiwan's election and the fragile US trade truce further co...

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