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
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
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
27 min podcast | February 2021
Why are Asian economies going to be the outperformers of 2021?
3 min podcast | January 2021
What will 2021 mean for Asia's outlook?
30 min podcast | December 2020
3 min read | December 2020