Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
08/04/25
Front of mind
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Article
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Article
Weekly Market Update – Anticipation
Investors have been on tenterhooks ahead of news on the Trump administration’s latest tariff salvo. But looking beyond the headlines,…
07/04/25
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Podcast
Talking Heads – Emerging markets...
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
07/04/25
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Article
Weekly Market Update – Unpredictable...
Tracking the Trump administration’s trade policy announcements could well become complex. After the surprise one-month delay in tariffs on products…
11/03/25
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Article
What’s new from China’s National...
While the economic targets and policy announcements from the 5-11 March National People’s Congress (NPC) might not amount to a…
07/03/25
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Article
Weekly Market Update – Investor...
President Donald Trump’s imposition of 25% tariffs on US imports from Canada and Mexico on 4 March initially shook markets.…
07/03/25