18/05/2026 Inflation question haunts the market US input price inflation accelerated in April, coming in significantly above market expectations.
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
27/10/2022 Emerging Markets Emerging Markets Charts and Views - EM investing after the g... Emerging Markets investing after the great repricing
12/09/2022 Emerging Markets Taiwan: depicting the unthinkable Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it.
11/07/2022 Emerging Markets The emerging markets hurdles While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
