24/11/2025 AI investment drive calls for diversification We believe China’s tech sector offers attractive valuations and strong growth, making it a compelling diversification option.
19/11/2025 Geopolitics ’Controlled Disorder’ with room for accidents In 2026, elevated geopolitical risk, shifting alliances, and the AI race will continue to reshape the global economy and markets.
19/11/2025 Equity Think global beyond the tech race The AI story is going global: look beyond US mega caps to diversified, attractively valued regions gaining momentum.
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...
15/09/2025 Geopolitics Multipolar world in action Explore the evolving Multipolar World in 2025, highlighting geopolitical hedging, US-China dependencies, and the Great Diversification trend, with key...
21/07/2025 China’s growth set to hit target in 2025 Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification* into non-US markets.
30/06/2025 NATO pledges for more defence outlay The new world order, intensified by threats like the Russia-Ukraine war, is driving calls for higher defence spending.
