223 insights found
German elections: The post-Merkel era
Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament
September 2021 Monthly Investment Strategy Oped - Unfortunate Combination
The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairing factory output and a Chinese slowdown
September Global Macro Monthly - Supply constraints add to inflation angst
The EU’s “Fit for 55” programme is a suite of measures to deliver a 55% reduction in GHG emissions by 2030. It includes the Emissions Trading Scheme (ETS) and Carbon Border Adjustment Mechanism (CBAM ...
Asia: “Made in Vietnam”
Rising globalisation has greatly benefitted emerging Asia as supply chain migration from developed countries fuelled the region’s tremendous export growth over the past decade
Decoding China’s regulatory paradigm shift
A powerful regulatory storm sweeping through many parts of the Chinese economy has left investors baffled at Beijing’s intentions behind the far-reaching actions
Fit for 55: A carbon pricing upheaval
Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions
July global Macro Monthly - Clouds darken Summer re-opening
COVID-19 again haunts markets – the delta strain gains.
July OpEd - Negative Delta
The “delta wave” is impairing the speed of the recovery.
Unpacking Made in China
China’s status as the world’s factory and top exporter has come under intense pressure from the Sino-US trade war and a global pandemic that has disrupted supply chains