775 insights found

Research & Investment Strategy

25 April 2019

April Investment Strategy: China in a bull shop

With the “policy put” in place (dovish US Federal Reserve and European Central Bank, fiscal stimulus in China and Eurozone), we have been waiting for signs of a cyclical upswing… getting us to focus ...

The Evolving Economy

25 April 2019

What has the digital economy given you?

High-speed internet access, the near ubiquity of smartphones and the normalization of online payments have transformed the ways services are delivered and goods are bought and sold.

The Evolving Economy

24 April 2019

Uber goes public - What do investors need to know about IPOs?

A raft of high-profile, silicon valley companies is predicted to sell their shares publicly this year via an IPO (initial public offering).

Macro insights

23 April 2019

China surprises on the upside while political wrangling dominates Europe

We have revised upwards our 2019 Chinese GDP forecast to 6.3% from 6.1%. A strong rebound in China’s March data showed the country’s economy grew in the first quarter (Q1) from a year earlier, defyin ...

Research & Investment Strategy

18 April 2019

Unveiling China’s Economic Cycle

The extreme stability of real GDP growth in recent years has led to a perceived death of business cycles in China.

The Evolving Economy

18 April 2019

Food production that doesn’t cost the Earth

The impact of unsustainable food production has put the planet in a delicate position. But, attitudes are changing, awareness is growing, and new clean technologies are providing the potential for ch ...

The Evolving Economy

18 April 2019

Fintech: a chart primer

Everything investors need to know about the fintech industry in five points.

Research & Investment Strategy

17 April 2019

Tracking Asian exports

Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone.

Macro insights

16 April 2019

Earnings expectations too pessimistic, a bottom for China and Fed speculation continues

The first quarter earnings season has kicked off with mixed signals from initial results.

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