Focused thinking: 3 min read
The expansion of shadow banking in China was driven by banks' risk appetite to pursue ... [Read more]
September 2017
China: coming out of the shadows
Share this article:
Using Confucius' theory of human life stages, we compare stages of economic development of India ... [Read more]
China equity strategy: Add Japan and India to our comparative study
Since it was allowed to flow freely in the 1970s, the US dollar has tended ... [Read more]
August 2017
Why is the US dollar at the start of a multi-year downtrend?
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
The tranquil path of Asian inflation
Focused thinking: 11 min podcast
Are striving tiger cubs the next phase of flying geese?
Focused thinking: 4 min read
Since mid-2016, the FinTech industry in China has gone through its early stage hype to ... [Read more]
May 2017
China FinTech: from exuberance to execution
Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between ... [Read more]
January 2017
Deal-contingent hedging: a flexible way to mitigate risk