Equity Outlook – It’s the...
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our…
07/10/24
Macroeconomics
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Article
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Article
Weekly Market Update – Too...
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Graph
Graph of the Week –...
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24
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Article
China’s recovery, is it for...
Beijing has finally moved to fight the rising risk of a debt-deflation spiral with aggressive stimulus measures. Markets are taking…
03/10/24
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Article
Weekly Market Update – The...
Does the larger-than-expected cut in policy rates by the Federal Reserve suggest the central bank “knows something we don’t”? That…
23/09/24
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Article
China’s economic paradox, investors’ puzzle
Beijing’s ‘hesitant’ policy easing since the Covid pandemic has puzzled many investors. It has even prompted some to doubt if…
20/09/24