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: After The Party Congress

Webinar: After The Party Congress

28 Oct 2022
Where will Xi Jinping take China after the conclusion of the Party Congress? In this webinar, our China team assessed what we learned, and what we didn't, from the most important event in the Communist Party's political calendar. They decoded the signals on politics and policy, explored the implications of the new leadership team, and analyzed the next evolution of Covid strategy.
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London Seminar, October 2022

London Seminar, October 2022

24 Oct 2022
In our London seminar, Anatole Kaletsky assessed the outlook for global markets, Cedric Gemehl updated his view on Europe, Tom Miller considered the effects of China's National Party Congress and Charles Gave considered the possibility that this time really could be different.
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Webinar: Asian Property In The Crosshairs

Webinar: Asian Property In The Crosshairs

21 Oct 2022
Over the last decade, Asian property markets have done especially well on a cocktail of cheap money and solid macroeconomic fundamentals. Yet as policymakers in Asia struggle to catch up with the US Federal Reserve by raising interest rates, Asian property markets look exposed.
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Webinar: Global Investment Roundtable, October 2022

Webinar: Global Investment Roundtable, October 2022

14 Oct 2022
As fears mount for the growth outlook around the world, Arthur Kroeber examined the state of China’s economy and what to expect (and what not to expect) from China’s upcoming Communist Party Congress. Anatole Kaletsky presented his latest views on growth and inflation. And Charles Gave discussed optimum portfolio construction for troubled times.
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Paris Seminar, October 2022 (In French)

Paris Seminar, October 2022 (In French)

7 Oct 2022
The speakers discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.
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Webinar: Mad Currency Markets

Webinar: Mad Currency Markets

7 Oct 2022
The US dollar continues to make new highs, dragging the rest of the world’s currencies lower and forcing central banks to tighten monetary policy to deal with resulting threats of financial instability and heightened inflation. In this webinar, our team of currency-focused analysts looked at the effect of the current global liquidity crisis in their regions.
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Webinar: Who Owns China Inc.?

Webinar: Who Owns China Inc.?

30 Sep 2022
Thomas Gatley discussed his in-depth research into who owns China’s listed firms and answered viewer questions. Over the past decade a new hybrid form of ownership has emerged, which arguably represents the corporate form best adapted to succeed in China’s state capitalist economy. But there are risks to this new model.
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Webinar: Into Europe's Winter Of Discontent

Webinar: Into Europe's Winter Of Discontent

21 Sep 2022
With European energy prices for the coming winter up by 500% or more, inflation broadening, and businesses and consumers pessimistic, Europe’s economies are in for a troubled few months. Cedric Gemehl and Nick Andrews discuss what it all means.
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Webinar: China's Economic Troubles Mount

Webinar: China's Economic Troubles Mount

16 Sep 2022
China's economy faces two critical challenges: A property sector is in its worst slump in years. And the economic impact of persistent Covid lockdowns caused by sporadic outbreaks from more transmissible Covid variants. In this webinar, Dragonomics analysts discussed the challenges.
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Webinar: Global Investment Roundtable, September 2022

Webinar: Global Investment Roundtable, September 2022

9 Sep 2022
Anatole outlined the global growth and inflation outlook, and why financial markets have yet to fully adjust; Charles presented his thinking on the dissolution of the post-World-War-Two order and what this means for assets; and Arthur gave an update on China ahead of the 20th Party Congress.
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