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149 publicaciones disponibles

Research & Investment Strategy

10 de octubre de 2019

US repo rate surge

Tensions in short-term funding markets in September suggest a fundamental scarcity of reserves.

Research & Investment Strategy

8 de octubre de 2019

Five reasons to consider China as a standalone asset allocation

The accelerating integration of China into the world’s financial market will have a profound impact on how global investors allocate capital.

Research & Investment Strategy

20 de septiembre de 2019

Global effects of China’s balance of payments shift

A by-region assessment of the implications of China’s structural shift

Research & Investment Strategy

18 de septiembre de 2019

Central and Eastern Europe defying gravity?

Central and Eastern Europe (CEE) economies have proved resilient so far. They remain nevertheless sensitive to the slowdown in world trade, given their high degree of openness.

Research & Investment Strategy

17 de septiembre de 2019

Bank of Japan wary of deeper negative interest rates

The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...

Research & Investment Strategy

10 de septiembre de 2019

China: source of tectonic shifts in global finance

China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.

Research & Investment Strategy

5 de septiembre de 2019

Italy: New cards on an old table

Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...

Research & Investment Strategy

3 de septiembre de 2019

China – farewell to the large current account surplus

The steady erosion of China’s current account (CA) surplus is an illustration of the ongoing structural shifts in the Chinese economy and its changing relationship with the outside world.

Research & Investment Strategy

13 de agosto de 2019

Easing cycle underway

Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.