Weekly Market Update – Policy...
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
23/11/23
China
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Article
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White paper
Investment Outlook 2024 – Stepping...
In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will…
20/11/23
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Podcast
Talking Heads – Global emerging...
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre…
13/11/23
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Article
The renminbi’s creeping internationalisation (IV):...
The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…
27/09/23
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Article
Weekly Market Update – Divergence...
Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the…
14/09/23
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Is China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two…
05/09/23