Beijing

Unpredictability and market volatility are trends that optimised 2021, and it shows no sign of stopping in the next 12 months.

Military intervention 'unlikely' in short term

The prospect of an escalation in the Taiwan straits has gathered steam in recent years, a product of increased Chinese assertiveness, in both rhetoric and military action, over Taiwan.

Huge increase in SOE defaults

Internet stocks under attack

Sell-off overdone

One of key themes in its 2021 mid-year outlook