16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...
8/01/2024 Year-end rally turning uncertain in 2024 Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
13/12/2023 ESG Thema ESG Thema – Special COP28: Main outcomes and implications fo... Great attention was given to COP28 due to the significant acceleration we observe in private sector mobilization, underpinned by the recent technological...
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunitie... Outlook for EM assets: opportunities and risks for EM investors in 2024.
11/12/2023 India outperforming in H2 so far Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...