Economics
15JUL 2019
Has Trump misjudged China?
With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.
China
Highlight
2019
JUNE
19JUN 2019
Markets
The case for a core allocation to emerging market debt
A commonly held, but misplaced, belief that emerging market debt is an obscure and risky outpost of the fixed income universe has resulted in its under-representation in many portfolios.
13JUN 2019
Markets
The battle of the bays: China’s urban ascent
In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.
05JUN 2019
Economics
Why we’ve lowered our expectations for emerging markets growth
Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.
MAY
31MAY 2019
Economic and Strategy Viewpoint
Economic and Strategy Viewpoint - June 2019
This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.
22MAY 2019
Markets
The power of disruption and what it means for Asia
The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.
16MAY 2019
Economics
Who will pay as US-China trade wars intensify?
The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
APRIL
17APR 2019
Economics
China defies the gloom
Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.