Is the market underestimating China’s...
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the…
24/09/26
China
-
Podcast
-
Article
Global shocks, policy & market...
A combination of shocks stemming from supply and energy disruption, geopolitics, climate change (El Niño recently), rising inflationary expectations and…
15/09/26
-
Article
Treasury yields defying aggressive buyback
The US Treasury started its operation on buying back long-term bonds on 10 September. Treasury Secretary Scott Bessent announced earlier…
10/09/26
-
Article
The interest rates crossroads
Global interest rates stand at a critical crossroads as sticky inflation, shifting economic data, and energy price shocks split central…
20/08/26
-
Article
From oil crisis to green...
It is still uncertain when the US-Iran war shock on oil will end. But it is certain that energy demand…
22/07/26
-
Article
Against all odds – Interest...
The June FOMC meeting revealed a hawkish tilt, with half of the voting members seeing a rate hike in the…
09/07/26