Weekly Market Update – Has...
The retreat of foreign investors from US assets after April’s ‘Liberation Day’ tariff bazooka may be over already: US Treasury…
23/07/25
China
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Article
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Article
What does the Sino-US trade...
China and the US have reached a preliminary agreement on a trade negotiation framework that looks more likely to be…
24/06/25
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Article
Investing in China’s energy transition
As the world’s second-largest economy and the largest energy consumer, China tops the tables of carbon emitters, accounting for one…
01/05/25
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Podcast
Talking Heads – Emerging markets...
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
07/04/25
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Article
Chinese equities – Back in...
The Chinese stock market presents a landscape that differs from what macroeconomic readings tell us about the shape of the…
02/04/25
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Article
What’s new from China’s National...
While the economic targets and policy announcements from the 5-11 March National People’s Congress (NPC) might not amount to a…
07/03/25