Focused thinking: 2 min read
Over the past 30 years real interest rates in the UK and other developed economies ... [Read more]
September 2017
Will UK housing continue to stand tall or fall?
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Focused thinking: 3 min read
The expansion of shadow banking in China was driven by banks' risk appetite to pursue ... [Read more]
China: Coming out of the shadows
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
Focused thinking: 11 min podcast
August 2017
Is the US economy not as dynamic as it used to be?
Focused thinking: 6 min video
Highlights from Nomura Investment Forum Asia 2017
Since it was allowed to flow freely in the 1970s, the US dollar has tended ... [Read more]
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
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
Clients are increasingly turning to deal-contingent hedging in M&A situations as a cost effective strategy ... [Read more]
January 2017
Deal-contingent hedging: a flexible way to mitigate risk