19/05/2025 Economy & Markets China in the race for technological leadership In this paper we explore the evolution of China's technological progress and its likely path ahead.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...
29/06/2023 Geopolitics Geopolitical shifts and investment implications Evolving US-China relations and the war in Ukraine are reshaping the geopolitical landscape. Investors require a better sense of how to prepare.
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the... Explore the shifting narratives surrounding China's emergence from the U.S. shadow, analyzing key factors influencing China's global presence and the...
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international or... Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas,...
