Weekly market update: Inflation, inflation,...
While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s…
03/11/22
Front of mind
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Article
China’s new leadership – What...
Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The…
28/10/22
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Article
Weekly market update – It’s...
Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere.…
27/10/22
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Article
20th China Communist Party Congress...
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22
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Article
Weekly market update – Central...
With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and…
20/10/22
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Article
China’s property market – How...
While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe…
14/10/22