Graph of the Week –...
European companies have historically looked to China, the world’s second-largest economy and (still) boasting growth rate far above those of…
13/01/25
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Weekly Market Update – Rotation...
A major rotation has been underway in US stock markets with small-cap stocks outperforming their large-cap peers. The ongoing earnings…
23/07/24
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Weekly Market Update – US...
Will the latest US tariffs on Chinese solar panel and electric vehicle (EV) imports – and the possibility of further…
10/06/24
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Graph of the Week –...
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24
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Webcast – Unpacking recent global...
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give…
30/05/24
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Weekly Market Update – A...
Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the…
17/08/23