China

Investors still see opportunities across China and EM despite another tariff delay

Emerging markets

Investors still see opportunities across China and EM despite another tariff delay

New tariff deadline in November

clock 12 August 2025 • 3 min read
Pictet AM's Gillian Diesen: Returns in the new era of inclusive luxury

Equities

Pictet AM's Gillian Diesen: Returns in the new era of inclusive luxury

Broadening audiences

clock 31 July 2025 • 3 min read
Artemis' Altaf on a decade in EMs, SmartGARP's evolution and why it is dangerous to avoid China

Emerging markets

Artemis' Altaf on a decade in EMs, SmartGARP's evolution and why it is dangerous to avoid China

'There is no perfect model for the world and the equity market'

clock 22 July 2025 • 11 min read
China and Singapore lead cross border IPO activity in record H1

Emerging markets

China and Singapore lead cross border IPO activity in record H1

EY research

clock 18 July 2025 • 2 min read
BCA Research's Matt Gertken: Weighing up Trump's tariff threats

US

BCA Research's Matt Gertken: Weighing up Trump's tariff threats

Markets pricing in good news

clock 14 July 2025 • 4 min read
Friday Briefing: Holding my breath

Markets

Friday Briefing: Holding my breath

Friday Briefing

clock 07 July 2025 • 4 min read
MainStreet Partners' Daniele Cat Berro: Europe's good intentions and poor execution

Europe

MainStreet Partners' Daniele Cat Berro: Europe's good intentions and poor execution

'Chronic slowness' undermining efforts

clock 03 July 2025 • 4 min read
JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

Emerging markets

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

Valuable hedge against global uncertainties

clock 01 July 2025 • 4 min read
Trump says US and China sign trade deal in potential tension cooldown

US

Trump says US and China sign trade deal in potential tension cooldown

'Everybody wants to make a deal'

clock 27 June 2025 • 1 min read
China's central bank predicts end to global dollar reliance

Currencies

China's central bank predicts end to global dollar reliance

'Multipolar international monetary system'

clock 18 June 2025 • 1 min read
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