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.
Emerging market buyers have wrested control of the gold market from the West, said Mr. John Reade, Chief Market Strategist, World Gold Council.
India will see economic growth accelerate over the next decade with increased participation from sub-national governments and the private sector, said the country’s Chief Economic Advisor.
3 min read | July 2024
Economies around the world are recovering from the pandemic shock at varying tempos.
7 min read | June 2024
Recent corporate government reforms and bilingual disclosure requirements could help attract more foreigners to the Japanese equities market, said Hiromi Yamaji, CEO, Japan Exchange Group.
3 min read | June 2024
The combination of higher debt levels with higher interest rates and higher risks including geopolitical risks, is tailor-made for accidents.
Japan regaining relevance in the equities market after 30 years of low growth adds to the excitement of Asia. At the same time, India’s economic backdrop and the current environment provide great investment opportunities.
4 min read | June 2024
