Middle East conflict – entering...
The US announcement on 8 April of a two-week ceasefire with Iran led to a relief rally of risk assets.…
10/04/26
China
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Monthly Market Views: Looking beyond...
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in…
02/04/26
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China’s persistent deflation constrains market...
Inflation in China accelerated at its fastest pace in nearly three years in December, primarily driven by higher food prices.…
14/01/26
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Quick thoughts on US action...
The US military action in Venezuela does not change the global market environment, for now. The incident has not affected…
09/01/26
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Renminbi internationalisation: Towards a multi-currency...
China’s renminbi has recently increased its global footprint, notably in the capital and commodity markets — the linchpins of the…
18/12/25
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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