Videos

On the face of it, the US housing sector has had a rotten year, with new home prices down some -18% over the period. So why are US homebuilder stocks approaching record highs? Tan Kai Xian seeks to unpick the market's dynamics in this video and answer the question: is this time different?

Argentina’s president-elect Javier Milei wants to scrap the Argentinian peso and adopt the US dollar in an attempt to end the inflation-plagued economy’s perma-crisis once and for all. But there are formidable practical difficulties that are likely to derail Milei’s plans.

Easing consumer inflation in October and a not too hot, not too cold jobs report have helped to extend a rally in US stock and bond markets. In this video interview, chief US economist Will Denyer looks behind the headline numbers to explore what the latest US data releases are really telling investors in US markets.

Hong Kong may not be the freewheeling city of yore, but is trying to effect a reboot that will again make it Asia’s premier international financial center. Tom Holland and Simon Pritchard assess where the offshore Chinese territory stands in its recovery from political protests, Covid isolation and a game-changing national security law which has crushed political dissent.

China’s economic growth momentum stabilized in the third quarter, but it remains fragile and at a weak level. In this video, Christopher Beddor discusses the Dragonomics team's latest quarterly macro chartbook, including the outlook for growth, the current state of the property market and the recent policy shift towards greater fiscal support.

Poland is lurching back to the center ground of European politics with a coalition led by the big beast Donald Tusk, expected to soon form a government. This is good news for architects of a closer European Union and is likely to benefit Poland’s economy.

In the wake of the Hamas attacks on Israel, Brent crude is trading at around US$87/bbl. That’s US$10/bbl lower than in late September. In this video interview, Tom Holland explores the reasons why the price of oil has failed to break through the US$100/bbl barrier and examines whether an escalation of the Gaza conflict could yet drive a painful spike in global prices.

As we enter October, historically a stormy season for financial markets, there are ominous signs that the recent steep sell-off in US treasury bonds is beginning to have an increasingly severe effect on other asset markets. In this video interview, Tan Kai Xian looks at which sectors of the stock market are most at risk and assesses the probability of a sharp rise in broad equity volatility accompanied by an abrupt fall in prices.

In the last two months, US treasury bonds have suffered another steep sell-off, with 10-year yields rising to their highest since 2007. In this video interview, Louis explores why the market is seeing another down-leg now, examines the implications and asks where, with major equity indexes under pressure, investors can seek safety amid the turbulence.

After August’s panic about a possible economic implosion in China has died down, Christopher Beddor offers a sober assessment of the current outlook. Growth momentum appears to be stabilizing, and the authorities are easing real estate market policy. However, the financial weakness of developers continues to put strains on less visible parts of the financial sector.

As US firms operating in key industries get huge subsidies under the sprawling Inflation Reduction Act and Chinese firms consolidate their dominance in sectors like battery technology, European firms feel hemmed in on all sides. In this webinar, our team assesses the options open to Europe and what it all means for the region’s longer-term growth outlook.

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.

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.

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.

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.

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.

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.

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.

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.

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.