Monthly Market Views: Equity earnings boost and Asia’s move away from oil
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
04/08/26
Location Hong Kong
Joined 2010
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
04/08/26
China’s policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines…
21/05/26
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in…
02/04/26
China’s renminbi has recently increased its global footprint, notably in the capital and commodity markets — the linchpins of the…
18/12/25
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25