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
China
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Article
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Article
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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Article
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
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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