LATEST ARTICLES
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23/12/2020 · 4 min readTakeaways from our investment outlook: Legacy of the lockdowns
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing...
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26/01/2021 · 3 min readChina to exert greater financial discipline in 2021
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than...
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25/01/2021 · 4 min readBiden’s massive stimulus proposal and the (relative lack of) market reaction
The Biden administration’s USD 1.9 trillion-stimulus proposal is large – amounting to 9% of US annual GDP – and redolent...
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25/01/2021 · 1 min read
Market weekly – Spend, spend, but no inflation in sight (podcast)
US government spending to help the economy cope with the dire consequences of COVID-19 looks set to reach record peacetime...
