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
Emerging markets
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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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Article
Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
07/04/25
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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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Article
Enabling Asia’s rapid electrification
This material is intended for Institutional Investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore) only…
13/02/25