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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
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.
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: The elusive “Peak Oil” scenario
"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?
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.
By: Vincenzo Vedda
Europe’s investment renaissance
Not your father’s stagflation: It’s a virtual reality
