Tag: Equities
Start of Tightening Cycle Signaled by Hawkish Powell Comments
Boston – The January 25-26 meeting of the Federal Open Market...
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Going Premium: Lessons from China’s Beer Industry
Rising disposable income and an increasing appreciation for quality have...
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FOMC Meeting: As Expected, But Demurs on Future Policy Specifics
The highly anticipated Federal Open Market Committee (FOMC) meeting ended up...
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A Turning Point for Treasury Operations in China
Covid-19 and regulatory changes are accelerating the digitalisation of treasury...
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Megatrends are About Collaboration Rather Than Isolation: A Case Study of AI & Biorevolution
In many discussions with investors, we tend to find people...
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Market Reaction to Fed Statement Creates Opportunities
The Federal Reserve refrained from raising rates in yesterday’s policy...
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January Global Macro Monthly – Omicron to a Russian Rubicon
Key points Omicron cases appear to be peaking in...
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January Op-Ed – Normalisation and Correction
Key points The Federal Reserve’s relentless hawkish messaging is a...
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AI: Building Momentum as we Start 2022
While it is easy to find the big prognostications about...
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