Markets tread water as world hits demographic tipping point

market snapshot
Muted markets searching for shafts of light

market snapshot
Why now is the right time to invest in China

Fast reading Concerns around China’s handing of the Covid pandemic and volatility in the country’s property market has weighed on the valuation of Chinese equities, which are trading at discounts not seen for more than two decades. The government’s abandonment of its strict zero-Covid policy at the turn of the year should provide a boost […]
Banking woes take centre stage

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Markets take a breath after a week of turmoil

market snapshot
Jittery markets fear return of bigger rate rises

market snapshot
New data hints rate hiking is far from over

market snapshot
Outlook for China: When one door opens…

Fast reading: The abandoning of China’s strict zero-Covid policy late last year and the announcement of a range of stimulus measures should drive a resurgence in outbound travel, an easing of global supply-chain pressures, and an increase in growth both domestically and more widely. Owing to its size and rapid development, China had been a major […]
Economies recover against backdrop of growing confidence

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Ahead of the Curve, Q1 2023

Fast reading: In our baseline scenario, global growth will continue to slow in 2023, reflecting a continuation of the themes that dominated 2022. Inflation has moderated but is still running at elevated levels, significantly eroding real disposable incomes. More importantly, the sharp tightening of monetary policy that major central banks (the Federal Reserve notably) implemented […]