Videos

Interviews

 
Video: Why China Is Unlikely To Fold

Video: Why China Is Unlikely To Fold

19 Oct 2018
To many outside observers, China’s economy looks like a house of cards that is vulnerable to collapse should the US push a little harder in its trade actions. Louis is not convinced that this market-focused analysis of China’s situation properly reflects its vulnerability. He thinks the leadership is dug in for a long struggle against Washington.
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Video: An Unexpected Investment Environment

Video: An Unexpected Investment Environment

3 Sep 2018
With the exception of US equities, about the only other way most investors could have achieved a positive return this year was to have held US dollar cash. That has made for a very strange investment environment that few people saw coming. In this video interview, Louis reviews the experience of the last eight months and outlines potential scenarios for the remainder of 2018.
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Video: Understanding India’s Bad Loan Problem

Video: Understanding India’s Bad Loan Problem

25 Jul 2018
India has won kudos for adopting a modern bankruptcy law that makes it easier for big lenders to clean house on a bad debt problem that has festered since the early 2000s. In this video interview Udith discusses how the new bankruptcy law has worked in practice, and whether it will be enough to solve Indian banks' bad debt problem.
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Video: China's Technology Strategy

Video: China's Technology Strategy

17 Jul 2018
China has an ambitious industrial upgrading plan, called Made in China 2025, which targets Chinese leadership in about 30 technological segments. In this video interview Dan explains how the government aims to achieve this, how this plan differs from previous Chinese policy goals, and whether it is likely to succeed.
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Video: When To Buy US Bonds

Video: When To Buy US Bonds

8 Jun 2018
With 10-year US treasury yields having failed so far to climb significantly above the 3% mark, investors are asking whether it is time to buy US long bonds. In this short video interview, Will presents a simple framework for approaching the bond market. With the yield curve flat by historical standards, and yields far below their natural ceiling set by returns on invested capital, investors should steer clear of long bonds.
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Video: Malaysia's Old Man In A Hurry

Video: Malaysia's Old Man In A Hurry

31 May 2018
In elections earlier this month, Mahathir Mohamad stunnned Malaysia, defeating the party he led for 20 years to become the country’s new prime minister. In this short video interview, Udith examines Mahathir’s policy platform, and asks whether the resurgent 92-year-old can really rejuvenate Malaysia’s economy.
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Video: The Hong Kong Peg Under Pressure

Video: The Hong Kong Peg Under Pressure

17 May 2018
The Hong Kong Monetary Authority has again been intervening in the foreign exchange market after it stepped in last month when the Hong Kong dollar fell to its weakest in 35 years. So far the HKMA has bought HKD62bn, selling almost US$8bn to defend the Hong Kong dollar’s peg to the US dollar. In this video interview, Tom Holland explains what’s going on, and why there is zero risk Hong Kong will be forced to devalue its currency.
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Video: Making Sense Of China's New Era

Video: Making Sense Of China's New Era

5 Apr 2018
In this lively presentation from our recent London seminar, Tom Miller outlines the dramatic political changes that have been taking place in China. He explains what Xi Jinping’s new status means for economic policy and governance, and how the links between the Communist Party and the state are being strengthened.
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Video: Can The EM Run Last?

Video: Can The EM Run Last?

29 Mar 2018
In this video interview Joyce discusses why profits should drive a maturing cycle in EMs that increasingly favors commodity-focused markets outside of Asia, and the risks to such a benign scenario.
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Video: Fixing The Model

Video: Fixing The Model

16 Mar 2018
Earlier this week Will issued a mea culpa report that explained why he was revising his Wicksellian asset allocation model and substantially changing his recommendations for the US market. In this video interview he explains the story behind this revision.
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