As ESG investing gains momentum, we explore the factors that point toward this being more a genuine lasting shift than a short-lived fad
9 min read | July 2021
Why investors need more than data...
2 min read | July 2021
Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.
2 min read | June 2021
Businesses must move from corporate social responsibility to being responsible social corporations.
5 min read | June 2021
Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.
William Dudley, former President and CEO of the Federal Reserve Bank of New York, was a keynote speaker at this year’s Nomura Investment Forum Asia.
3 min read | June 2021
Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.
China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.
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.
An overlay technique of consensus-ratings to improve the ESG quality of portfolios