Summer reading – Cooling off...
As you leave for the holidays, here are some suggestions from our experts for you to read, watch, or listen…
01/08/23
China
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Article
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Podcast
Talking Heads – Mid-year outlook:...
What is the outlook for equities and bonds for the second half of 2023 after six months of worry about…
17/07/23
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Article
The US Fed and the...
Once again, Hong Kong has been feeling the liquidity pinch from sustaining the Hong Kong dollar (HKD) peg on the…
09/06/23
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Article
Weekly Market Update – Beyond...
Now that the US seems to have avoided banging its head into the debt ceiling, market attention is turning back…
01/06/23
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Article
Graph of the week –...
*Includes internet retail, media & entertainment, and interactive media. The outperformance this year of developed market equities relative to their…
23/05/23
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Article
Understanding China’s local government debt...
Recent media reports on China’s debt-ridden Guizhou province pleading for Beijing to bail it out [1] have raised market concerns…
09/05/23