Graph of the Week -...
China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping…
02/02/24
Emerging markets
-
Article
-
Article
China’s central bank needs to...
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
-
Article
Graph of the week –...
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24
-
Article
Explaining the plunge in China’s...
For the first time since records began, China has suffered an outflow of foreign direct investment (FDI), raising market concerns…
08/12/23
-
Article
Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23
-
Article
How innovative Asian firms have...
The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders. Technological innovation has…
16/11/23