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
China
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Article
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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
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Article
Chinese equities – Back in...
The Chinese stock market presents a landscape that differs from what macroeconomic readings tell us about the shape of the…
02/04/25
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Graph
Graph of the Week –...
Chinese stocks have posted strong returns this year. After a number of false dawns following earlier stimulus packages from policymakers,…
01/04/25
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Article
Weekly Market Update – On...
Like shifting sands, fast-moving events are forcing investors to continually readjust their policy and market outlook expectations. Economic prospects for…
18/03/25