13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
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.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
