WHAT YOU NEED TO KNOW China’s economy remains resilient, but the recovery is uneven. Weak domestic demand is the most persistent risk, and current policy settings leave room to respond if conditions deteriorate. China recorded GDP growth of 5 percent in the first quarter, beating expectations on strong exports and high-tech manufacturing. Domestic demand has stayed weak. Retail sales slowed to just 0.2 percent in April, the lowest in more than three years, while exports kept climbing. Household … Continue Reading
BGA India Managing Director Anuj Gupta highlights that India’s greatest fiscal opportunity lies in maximizing existing public infrastructure. By “sweating” underutilized assets rather than building new ones, governments can expand fiscal space, improve service delivery and unlock higher returns from past investments.
(June 16, 2026)
BGA Indonesia Managing Director Douglas Ramage tells Bloomberg that investors are pricing in a rising domestic policy risk premium, with markets reacting less to one-off actions than to sustained, consistent policymaking. He emphasizes that confidence depends on predictable regulation, due process, and early engagement with business, not symbolic gestures or isolated policy shifts.
(June 16, 2026)
BGA India Managing Director Anuj Gupta argues that India’s revised public-private partnership framework could restore investor confidence in highways by rebalancing risk, improving execution and prioritizing quality. If sustained, the reforms could unlock long-term capital and deliver safer, higher-performing infrastructure outcomes at scale.
(June 15, 2026)
Commentary
Eric Wang
