Global Economy Facing Three Key Risks
We expect robust global growth of 4 percent this year, the strongest in five years, as economic fundamentals have remained…
Emerging Market Debt: Brace For Volatility And Opportunity
Summer is just beginning, but emerging-market (EM) bonds and currencies have been on a roller-coaster ride for months now. In…
Renminbi’s Integration Into Africa Set To Continue
In global trade corridors, the renminbi (RMB) is maturing, albeit with some teething issues as it evolves from an emerging…
A New Era For China Investing
There have never been more foreign investors investing in China, as general optimism about the market has been boosted by…
As Markets Open, China Volatility A Possibility In Regional Markets
China’s markets are opening to the world—but be aware of the potential for unintended consequences. As more money flows into…
With China, India, Acting Against Bitcoin, No Major Threat To Traditional Currencies Is Seen
Crypto currency bitcoin has rarely been out of the headlines. First the price highs, then the dramatic decline, and now…
A New Era Of Market Volatility
“Say Goodbye To The Goldilocks Investment Landscape” We are entering a new era of market volatility. Equity and bond investors…
Can A Trade War Benefit Global Investors?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets. Investors should begin to study which…
US Rejoining The TPP “Not Likely”
The U.S. is now making noise about rejoining the TPP. This is why that isn’t likely. One of U.S. President…
How A Trade War Could Derail Global Growth
Growth Continues Despite A Potential Confrontation On Trade We are cautiously optimistic about global growth in 2018 and beyond. While…
China’s Economy: The Future Of Digital Innovation
China is rapidly becoming a trendsetter in many digitally driven industries. This is turning conventional research methodology on its head.…
Opportunities Within China’s “New Economy”
For international investors looking for the next big opportunity, China’s ‘new economy’ companies offer plenty. In contrast to economies in…
