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The key factors shaping our view.
Rebuilding Europe's economic growth engine.
25 July 2025
| Macro
Hang Seng hits three-year high with EVs and renewables leading the way.
Navigating the challenges of a maturing asset class.
Consumer prices climbed higher in June amid concerns that trade levies are pushing up cost of goods.
With noise levels still high, certainty on policy remains elusive.
Short-term risk-on distractions should give way to long-term economic reality.
Traditional fundamental versus quant.
Revision to the Commercial Act is part of efforts to tackle the so-called ‘Korea Discount’.
Emerging markets provide an ideal investment environment for trade finance.
Our insights on value, relevance and resilience.
US blue-chip index hit a new all-time high this week.
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