Videos

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.

Five years ago, the effective ruler of Saudi Arabia, crown prince Mohammed bin Salman, was ostracized by Western nations as an international pariah. Today, MBS, as the prince is known, is in demand from all sides.

With a change of political control looming in the US House of Representatives, fiscal policy could be increasingly important in dictating the remainder of this economic cycle. On top of that, the Federal Reserve may soon pivot. Will and KX unpick what this all means.

India's stock market has been one of the best performing in Asia this year, and the country is also benefiting from contract tech manufacturers starting to redirect direct investment from China. The question for the Indian economy is whether domestic companies follow suit and help to initiate a new investment cycle.

Although Europe has a decent chance at escaping painful energy rationing this winter, higher energy prices have already hurt growth, while inflation has become entrenched across much of the economy. Cedric Gemehl and Nick Andrews weighed the forces driving European growth and inflation, and assessed the outlook for financial markets.

As the global economy shifts down a gear and the Federal Reserve continues to turn the screws on inflation, Louis Gave and Anatole Kaletsky assessed the outlook for investors in a run-in to the year-end which looks like it may not be pretty.

The US economy is approaching recession territory, while the Federal Reserve continues to tighten liquidity conditions. Add in political uncertainty ahead of the US midterm elections and this is a testing moment to be managing a portfolio. In yesterday's webinar, Will Denyer and Tan Kai Xian offered suggestions on where to seek shelter from the storm.

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.

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.

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.

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.

The speakers discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.