It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.
3 min read | June 2021
We discuss the impact of this recent wave of Covid-19 infections.
35 min podcast | May 2021
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
The Global semi-conductor chip shortage and impact to markets.
26 min podcast | May 2021
Outlook on China's North-South divide.
30 min podcast | May 2021
The surge in Covid-19, and it's impact on India's outlook
34 min podcast | April 2021
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
Outlook for ASEAN economies.
27 min podcast | March 2021
Which Emerging Markets are at risk of an exchange rate crisis?
22 min podcast | March 2021
We see two key longer-term factors supporting RMB appreciation.
30 min podcast | March 2021
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021