Videos

Interviews

Video: The State Of China's Recovery

Video: The State Of China's Recovery

17 Mar 2023
China’s hotly anticipated economic indicators for January and February, released this week, revealed for the first time the state of the economic recovery after the reopening from Covid containment. Christopher unpacks what the data show and the likely trajectory for growth this year.
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Video: Unpacking The Yield Curve Inversion

Video: Unpacking The Yield Curve Inversion

9 Mar 2023
The US yield curve has not been this severely inverted since 1981, giving rise to fears that a recession in the world’s biggest economy may be nigh. Yield curve inversions do not always signal a recession, but every recession since the mid-1960s has been preceded by an inverted yield curve. Will explains why that is the case and what it means for asset allocators.
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Video: The Threat To Taiwan

Video: The Threat To Taiwan

6 Mar 2023
Tom recently returned from a research trip to Taiwan and heard a quite different view among politicians and security experts about the risk of an invasion from mainland China. Here he discusses whether the Taiwanese are being complacent, or simply properly realistic.
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Video: Parsing The US Growth Data

Video: Parsing The US Growth Data

22 Feb 2023
US risk assets sold off heavily on Wednesday as investors processed strengthening US economic data that points to more inflation and a less easy Federal Reserve. Tan Kai Xian explains why, in spite of recent strong data releases, the US economy may not be out of the woods, and may flatter to deceive.
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Video: Shifting Global Fund Flows

Video: Shifting Global Fund Flows

15 Feb 2023
After years of US dollar strength, 2023 opens with the prospect that Chinese holders of US dollars now begin to deploy the funds they accumulated over Covid. Meanwhile, the Bank of Japan may shift policy and spark repatriation flows. Louis examines the implications.
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Video: Indignation Up The Indus

Video: Indignation Up The Indus

9 Feb 2023
India has just notified Pakistan that it wants to renegotiate a treaty governing the Indus River basin that has been operable since 1960. In this video interview, Udith explores what lies behind this request and what could happen next.
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Video: The Asian Trade Cycle Lives

Video: The Asian Trade Cycle Lives

1 Feb 2023
Export-orientated Asian economies always suffer in times of global economic weakness and Vincent does not expect this cycle to be markedly different. However, he does wonder if two key pillars supporting Asian export demand mean that asset markets have overdone the gloom in making the adjustment.
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Video: Towards A South American Common Currency

Video: Towards A South American Common Currency

27 Jan 2023
With January’s visit of Brazilian president Luiz Inácio Lula da Silva to Buenos Aires, Brazil and Argentina have begun talks about establishing a common currency to boost South American intra-regional trade. In this video interview, Udith examines the potential benefits of the proposed “sur,” and also the challenges that will make any South American currency union a very long-term project.
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Video: Japan's Balancing Act

Video: Japan's Balancing Act

19 Jan 2023
Touring G-7 capitals in early January, Japan's prime minister was eager to strengthen defense agreements with Western allies. Yet he seemed less enthusiastic about imposing export controls. Yanmei examines Tokyo’s diplomatic position and assesses the potential economic costs to Japan of confrontation with China.
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Video: Heading For A Disinflationary Bust?

Video: Heading For A Disinflationary Bust?

13 Jan 2023
December’s continued decline in US CPI inflation has buttressed Will’s view that the pieces are falling into place for the US Federal Reserve to hit pause on its program of interest rate increases, possibly as soon as March. For investors, however, this is a two-edged sword.
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Events

Webinar: China’s New Agenda

Webinar: China’s New Agenda

24 Mar 2023
Hoping to turn the page on a traumatic 2022, China’s government has unveiled a new agenda to be carried out by fresh faces in 2023. In this webinar our China team discusses the outlook for the economy, the political risks and the drivers for markets.
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Hong Kong Seminar — March 2023

Hong Kong Seminar — March 2023

22 Mar 2023
Will Denyer discussed the banking trouble in the US and how it might affect the Federal Reserve’s course of action, Arthur Kroeber presented on China’s economic outlook and geopolitical strategy, and Louis sought to identify the key themes for investors in 2023.
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Webinar: The Fallout From SVB

Webinar: The Fallout From SVB

16 Mar 2023
In this webinar, Will Denyer, Tan Kai Xian and Cedric Gemehl reviewed the state of the US and European banking systems, and explored what the SVB debacle means for the economy, central bank policy and portfolios.
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Webinar: The Next Step For Emerging Markets

Webinar: The Next Step For Emerging Markets

10 Mar 2023
Emerging market analysts Udith Sikand and Vincent Tsui outlined the two big forces that will drive EM performance over the rest of 2023, and explored the three main macro scenarios EM investors are likely to face.
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Webinar: How Investible Is China?

Webinar: How Investible Is China?

3 Mar 2023
Global investors fled Chinese assets in 2022, believing there were simply too many risks from China’s confrontation with the West and domestic policy missteps. But since last November, portfolio money has poured back in, casting doubt on the idea that China is permanently uninvestible.
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Webinar: The New Asian Monetary Zone

Webinar: The New Asian Monetary Zone

23 Feb 2023
For the last decade, China has been working slowly but surely to establish a new Asian monetary system as an alternative to the US-dollar-based system Asian economies have used since 1945. In this webinar, Charles Gave assesses its progress.
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Webinar: The Scramble For Electric Vehicles

Webinar: The Scramble For Electric Vehicles

17 Feb 2023
The reordering of the global automobile manufacturing industry is upending national economies and forcing many governments into avowedly protectionist industrial policies. Our team explored these dynamics and also addressed the supply chain for battery metals, with a focus on Indonesia.
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Webinar: Debating The US Outlook

Webinar: Debating The US Outlook

10 Feb 2023
Looking further into 2023, our US team of Will Denyer and Tan Kai Xian have become increasingly concerned that there could be an impending deflationary bust in the US. Both Louis Gave and Anatole Kaletsky disagree with this stance, although for different reasons.
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Webinar: An Electioneering Budget

Webinar: An Electioneering Budget

2 Feb 2023
With India’s next national election due in the second quarter of 2024, the budget released on February 1 seems firmly focused on winning votes. Udith Sikand and Tom Miller put India’s budget into context and chart the implications for investors.
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Webinar: Worst Case Averted. What Next For Europe?

Webinar: Worst Case Averted. What Next For Europe?

27 Jan 2023
A mild winter has averted Europe’s long-feared energy crisis, and the prospect of a demand boost from China’s reopening has raised hopes for growth and lifted European markets. Cedric and Nick review the continent’s macro and market conditions and chart a course to navigate the coming quarters.
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