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By: Ivy-sw Ng, Tommy Law
ASEAN Developing Countries: Resilient Growth thus far
2026 may be a good year for risky assets
Mexico in the spotlight: despite concerns ahead of last year’s U.S. elections, the peso has strengthened and local bonds have shone. What may be driving this resilience?
By: Robert Bush
"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
By: Hansjoerg Pack
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
The euro may need fresh impetus from Europe to gain further momentum
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: The elusive “Peak Oil” scenario
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
Persistent Rice Inflation: Balancing Inflation and Economic Risks
Silver hits record highs on industrial demand surge and supply squeeze
"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
By: Jason Chen, Stephen Cianci
How have markets historically reacted to new Fed chairs?
