Videos

Interviews

Video: Hong Kong Adjusts

Video: Hong Kong Adjusts

3 May 2023
The reduction in a key measure of interbank liquidity in Hong Kong and a weakening of the Hong Kong dollar has led some investors to conclude that trouble looms for the Asian financial center. In this video interview, Vincent explains why the real victim of “normalization” in the Hong Kong dollar market may not be the currency peg but the local property market.
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Video: Navigating Asia's Trade Winds

Video: Navigating Asia's Trade Winds

27 Apr 2023
Worsening US-China relations presents both a threat and an opportunity to other Asian economies. Many non-China producers will lose out if the re-onshoring trend gathers pace. On the other hand, Western producers’ move to seek new supplier networks represents a major opportunity.
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Video: The Outlook For Oil Prices

Video: The Outlook For Oil Prices

21 Apr 2023
The Opec+ petroleum exporters’ cartel is cutting back its crude production and China's reopening evokes memories of how previous Chinese rebound drove oil demand. But is that the case today? Tom weighs the conflicting forces driving oil demand and supply, and assesses the outlook for prices over the remainder of 2023.
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Video: Macron's Gambit

Video: Macron's Gambit

13 Apr 2023
Emmanuel Macron’s domestic reform agenda looks to have met its Waterloo over massive popular opposition to pension reform. In this video interview, Cedric takes stock of Macron’s presidency and explains what it means for France’s economic prospects in the next four years.
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Video: The Banking Trainwreck

Video: The Banking Trainwreck

5 Apr 2023
In last week’s video interview, Louis Gave argued that the problem affecting banks was concentrated in the US and did not really deserve the moniker “crisis”. Tan Kai Xian agrees that banking problems are mostly focused in the US, but he worries that this will prove to be a rolling crisis whose effects worsen as it develops.
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Video: Is This Really A Banking Crisis?

Video: Is This Really A Banking Crisis?

31 Mar 2023
Three weeks into the “banking crisis”, Louis takes stock of the reaction from asset markets and considers how investors should be positioning themselves.
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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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Events

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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Webinar: China’s Covid Surge And The Reopening Rally

Webinar: China’s Covid Surge And The Reopening Rally

20 Jan 2023
China continues to reel from a massive wave of Covid infections, but cases may have already peaked in most places. In this webinar our China team discussed the pace of reopening and its market implications. Ernan Cui provided the latest updates on the Covid situation, and Thomas Gatley assessed how far the reopening rally has to run.
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