Focused thinking: 11 min podcast
August 2017
Is the US economy not as dynamic as it used to be?
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Focused thinking: 3 min read
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
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