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Our perspective on global micro event and strategies.

Santiago Millán

Santiago Millán
Santiago Millán
CFA
Macro Strategist

Industry experience

With Wellington

26
19
As a member of the firm’s Global Macro Strategy Group, Santiago leads our efforts in thematic analysis and sector-based macro research for China and other Asian countries. He is an active participant in investment strategy groups focusing on both debt and equity markets, and he provides valuable insights to portfolio managers and analysts around the firm as he translates macro data into investable ideas and themes.

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It’s a common question that’s been hovering over the global investment landscape in recent days. In a word, I feel confident the answer is “no.” And a related question: Can China overcome its longer-term debt and capacity problems? I think the answer there is probably “yes,” if given enough time. Let’s have a closer look at this still-evolving situation.

My overarching conclusion: This is not China’s Lehman

The recent high-profile debt woes of China’s second-largest property developer have riled global markets and sparked widespread fears of a brewing systemic crisis that could spread from China to the US and the rest of the world. I suspect those concerns are overblown and largely unfounded. In fact, I believe the risk of a systemic Chinese crisis with contagion potential is…

MACRO
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Santiago Millán
CFA
Macro Strategist
Hong Kong
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