Identifying potential equity winners in...
China enters 2026 – the Year of the Horse – on a firm footing after a notable rebound in 2025.…
15/12/25
China
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Article
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Podcast
Sustainability now the core driver...
Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Economically, its reliance on agriculture,…
11/12/25
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Article
Behind the Fed’s ‘misery’ and...
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25
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Podcast
Getting China back on the...
Economic growth in China has slowed over the past 2/2 years although Beijing has undertaken numerous fiscal measures to stimulate…
25/11/25
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Graph
Is an end to deflation...
The latest economic data from China shows persistent deflation. Prices have now fallen for 10 consecutive quarters. Typically, declining prices…
05/11/25
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Article
Thinking about tariffs and global...
Among the three biggest economies, the US, China and Europe, the US seems the most significant source of market volatility…
04/11/25