Weekly market update – Inflation...
Inflation in Europe and the US has continued to soften, while China has ditched its zero-Covid policy and shifted to…
12/01/23
China
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Renminbi internationalisation – The petro-yuan...
If Saudi Arabia decides to trade its oil with China in renminbi rather than US dollars, it would add momentum…
06/01/23
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Multi-asset update – Trimming our...
Weighing up a generally gloomier economic outlook, the limited readability of the Chinese market after September’s Politburo meeting, and the…
14/12/22
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Hong Kong dollar peg stress-tested...
Is the Hong Kong-US dollar peg – the Linked Exchange Rate System (LERS) – truly sustainable? It’s once again being…
13/12/22
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The stars may be aligning...
In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will…
16/11/22
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Crypto’s contagious effect on equities
The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses…
09/11/22