Shows
TCW Investment PerspectivesDarkest Before the Dawn: Cautious Optimism in ChinaFollowing a recent trip to China, Dave Loevinger sits down with Anisha Goodly to discuss observations on the country's growth drivers, updates on U.S.-China relations, and expectations for the year ahead.2023-10-0314 minTCW Investment PerspectivesEmerging Markets Outlook on Post-Pandemic ChinaAnisha Goodly, Emerging Markets Portfolio Specialist, and Dave Loevinger, Asia Sovereign Analyst, discuss Dave's first trip back to China since the COVID-19 pandemic, with key observations on China’s recent growth, US-China and China-Taiwan relations, and potential risks at hand.2023-05-3118 minTCW Investment PerspectivesIMF Spring Meetings RecapEmerging Markets Portfolio Specialist Anisha Goodly is joined by Asia Sovereign Analyst Dave Loevinger and Middle East and Africa Analyst Brett Rowley to discuss key takeaways from the recent IMF World Bank spring meetings.2023-05-2316 minTCW Investment PerspectivesOutlook and Viewpoints on ChinaAnisha Goodly, Emerging Markets Portfolio Specialist, is joined by Dave Loevinger, Asia Sovereign Analyst, to discuss market outlook on China, the possibility of renewed economic growth in 2023, and the impact President Xi’s power consolidation may have on the economy and policy.2023-05-1014 min