Videos

In this interview Udith discusses the key developments in India’s macro economy and markets, which have been clouded by the demonetization episode and yet more changes to national economic statistics. The fog may not be about to clear as the government prepares to roll out a new national goods and sales tax with the potential for significant economic disruption.

In this interview Neil explains why the oft repeated line about Japanese couples not wanting to have many kids is a huge exaggeration. The problem is bizarre government regulations and a drastic shortage of childcare facilities. Such inhibitors to tiny feet pattering are about to get a major government-induced overhaul, and a Japanese baby boom may be around the corner. If correct, this shift in Japan’s demographic curve could have profound economic implications.

The consensus is for a tortuous few years of negotiations between the UK and the European Union over the terms of Brexit and any subsequent free trade agreement. Following up on today’s Daily, Nick argues in this video interview that a deal may be easier than most people think. Moreover, the template for an FTA may already be in place.

In these video interviews Cedric looks at likely scenarios in the second round of the French presidential election, while Nick considers the potential for a renewed Franco-German axis as the driver of progress in the European Union.

In this follow-up to yesterday’s interview Charles outlines how investors can position themselves to hedge against a European Union breakup scenario that would likely follow from a Le Pen victory in the French presidential election.

In this interview Charles assesses the political situation ahead of France’s two-round presidential election, which kicks off later this month. Topping everyone’s list of questions is whether National Front leader Marine Le Pen will defy the opinion polls to win a surprise victory, and what a Le Pen presidency would mean for France and the European Union.

A broadening and deepening of the eurozone’s economic recovery suggests that the expansion has finally become self-sustaining. The worry is that a political shock from upcoming national elections tips the single currency area back into crisis. Nick Andrews does not think such a bearish outcome is likely, and in this video explains his preferred investment strategy.

Udith discusses the effects of India's demonetization last year on the growth of the economy

Yesterday Donald Trump met members of Congress to discuss a 20% tax on imports into the US. However, what is being proposed is not an outright tariff, but rather a system of “border tax adjustments”. Will explains what these are, how they will work, and what effect they will have on the US dollar and the real economy.

In this video interview Arthur explains how a US-China trade war may play out and the implication for capital outflows from China