A China factor is increasingly present in a large set of non-CNY-denominated assets, which can create “hidden” opportunities as well as “hidden” risks.
China’s speedy economic development and dominant role in global trade has spurred a rapidly evolving financial system with an increasingly diverse capital market.
The middle-income trap: inequality across countries after Covid-19
In 2020, Covid-19 narrowed the prosperity gap between rich and poor countries as the former were at first the most affected. But over the medium and long run, its consequences could hit emerging markets harder.
IPO volumes are set to hit a new record in 2021, offering investors higher return potential than traded equity, albeit with higher risk. But choosing the right IPO depends on more than just geographical location and sector.
China’s great crunch: causes and consequences, at home and abroad
A mix of temporary and self-inflicted factors has sparked a sudden slowdown in China, which we expect to continue through Q4 2021 and the beginning of next year.
Energy prices in Europe: (a costly) winter is coming
Pent-up demand, tight supply, green policy and bad timing are the recipe for skyrocketing energy prices, which could take three to six months to cool down.
Life after death: The phoenix-like rising of Japan's life industry
Japan’s life insurance industry has weathered the long yield winter remarkable well, but we find that there is still some room for improvement within the local market.
