Focused thinking: 3 min read
Using Confucius' theory of human life stages, we compare stages of economic development of India ... [Read more]
September 2017
China equity strategy: Add Japan and India to our comparative study
Share this article:
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
August 2017
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