LATEST ARTICLES
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17/05/2022 · 4 min readA fireside chat about the Hong Kong dollar as it revisits 7.85
For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking...
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13/05/2022 · 4 min read
Shanghai’s lockdown – What might it mean for global supply chains?
A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of...
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12/05/2022 · 4 min readWeekly investment update – Covid in China and US inflation spell trouble for equities
Over the week to 11 May, global equities lost 7.1% (MSCI AC World index in US dollar terms) in a...
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11/05/2022 · 4 min readDo not tar US small caps with the broad market brush
While the natural reaction of US equity investors faced with rising interest rates and the threat of a recession may...
