After China’s stimulus blitz, we revisit China’s spillovers on other Asian economies.
5 min read | October 2024
Interest rate rises triggering opposite effects in the euro versus the dollar volatility market have created new investment opportunities.
3 min read | October 2024
Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.
4 min read | October 2024
The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.
After a year of low underlying inflation, there is both scope and a need for policy recalibration
2 min read | October 2024
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2024 by region.
The shift by local governments from “helping hands” to “grabbing hands” should be taken seriously.
4 min read | September 2024
We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.
6 min read | September 2024
As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.
We believe Germany is in recession and structural factors such as manufacturing competition from China and an ageing and shrinking workforce will lead to a period of stagnation.
As economies diversify their supply chains to mitigate concentration risk, China has itself been busy expanding its manufacturing capabilities overseas.
Midstream energy infrastructure, space exploration, electric vehicles and health tech are themes of the future that can potentially enhance absolute returns.
4 min read | July 2024
It is becoming more difficult to reduce the fiscal deficit, as government debt continues to climb and efforts to increase revenue through taxes remain stagnant.
5 min read | July 2024
Pressure growing across region as West imposes more tariffs on Beijing.