Weekly Market Update – Asia...
The US Federal Reserve is waiting to gauge the impact of the administration’s import tariffs on US growth and inflation…
14/05/25
China
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Article
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Graph
Graph of the Week –...
Given China’s central role in the long and sophisticated supply chains for US manufactured goods, prices of Chinese imports play…
14/05/25
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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…
28/04/25
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Article
Weekly Market Update – Turmoil...
Donald Trump has followed through on the ‘Liberation Day’ tariffs. There was no last-minute reprieve from the White House, so…
09/04/25
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Article
Trump’s tariffs – Initial thoughts...
A broad and undulating US framework of tariffs on imports into the world’s largest economy has hit exporters around the…
08/04/25
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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?…
04/04/25