24/02/2025 Economy & Markets Forming coalition will be easiest of next German Chancellor’s many challenges Germany's CDU/CSU have won the elections and will now form a coalition government. Challenges include how to kickstart growth and adapt fiscal policy.
5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first t... This paper examines the fallout of South Korea's political turmoil
5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
7/11/2024 Economy & Markets Trump Victory: Key implications for investors Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
12/09/2024 Geopolitics US election debate generates more political than policy buzz The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...