Some segments of China’s economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Lei Wang surveys China’s re-opening, its fraying bilateral relations with the U.S. and the Eurozone’s tentative first step toward fiscal cohesion.
The Muni Market’s Fed-sponsored Round Trip—Thornburg
Since the dizzying spring spikes in municipal market bond yields, the Federal Reserve’s stimulus programs have fueled a rebound in muni market prices to...
India Advances as Option for Global Manufacturers, but Snags Remain—Thornburg
Digitization and greater foreign exchange stability help India’s case as an alternative to China in the global supply chain, though heavy manufacturers ...