Biography

Bo Zhuang is a Global Macro Strategist covering Asia for the Macro Strategies Group at Loomis Sayles Investments Asia Pte. Ltd. He joined Loomis Sayles in 2021 and has 19 years of investment industry experience. Previously, Bo was at TS Lombard, most recently as managing director and chief China economist, responsible for leading a team of China research analysts, setting the research agenda around investment themes and sectors that will be impacted by longer-term macroeconomic trends and helping build investment strategies around identified macro themes. Prior to this, he was head of TS Lombard’s Beijing office and chief China economist. Bo also spent three years in London with TS Lombard as an emerging markets economist before relocated to Beijing. He earned a BSc in economics and management from the University of London and an MSc in economics from the University of Warwick.

Latest Insights by Bo Zhuang

Research Insights
November 12, 2025 • 4 min read

Trade War 2.0 is Not Likely to Rebalance US-China Trade

Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Macro Strategies
Research Insights
August 12, 2025 • 4 min read

Is China’s Fiscal Agenda Flying Under the Radar?

Global Macro Strategist Bo Zhuang discusses recent fiscal measures in China that investors may be underestimating.
Macro Strategies
Market Commentary & Outlook
October 28, 2024 • 6 min read

China’s Vulnerability to a Potential Trade War 2.0

Global Macro Strategist Bo Zhuang looks at some of the key factors shaping China's economy and the potential impact of additional tariffs.
Macro Strategies