Focused Thinking
Emerging Markets
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
2 min read | June 2021
Emerging Markets
The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.
2 min read | June 2021
Economics
China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.
3 min read | June 2021
Economics
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
Sustainability
Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.
5 min read | June 2021
Emerging Markets
It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.
3 min read | June 2021
Rates
An overlay technique of consensus-ratings to improve the ESG quality of portfolios
5 min read | June 2021
Economics
Taking stock and looking ahead
4 min read | June 2021
Economics
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
Economics
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
Economics
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
Sustainability
The pandemic has spurred a reset in values regarding social and environmental stewardship.
4 min read | April 2021
Economics
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
Economics
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021