China

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Investment Talks 10.08.2021 Main themes for investing in Chinese equity over the summer and beyond

All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors.

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Monthly Cross Asset 2.07.2021 China’s demographic headwinds

The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy...

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Monthly Cross Asset 2.06.2021 RMB internationalisation: the new commanding heights

In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.

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Thematic Paper 26.05.2021 Shifts & Narratives #4 - In search of a new international order

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, pr...

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Insights Paper 17.05.2021 Emerging Markets Charts & Views - Navigate the cyclical recovery and r...

The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven across ...

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Discussion Paper 16.11.2020 Europe, US and China tomorrow: Will it be possible to avoid geopolitic...
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There are many pitfalls looming.

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Insights Paper 23.07.2020 The New Silk Road routes: Why investors should care
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The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure (...

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Investment Talks 30.01.2020 Focus on fundamentals: virus volatility provides entry points for EM e...
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The coronavirus has been the strongest driver behind the recent volatility in financial markets, providing the trigger for a break in the rally in risk assets, ...

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