US Fed (In) decision

22 September 2015

The recent US Federal Reserve meeting last week has left investors both frustrated by the lack of clarity in the accompanying commentary and scratching their heads as to when the long-awaited hike in US interest rates will actually happen.


Asia Rising

15 September 2015

The centre of global economic activity has seen a clear shift away from Developed Markets and towards Emerging Markets since the turn of the century. China has been at the heart of this and today stands as the most important emerging market. However, the traditional drivers of growth that have propelled Emerging Markets to this prominence are becoming unsustainable.


A perspective on China

29 July 2015

Chinese mainland equity markets have been under sharp pressure early this week, rumoured to be due in part to China Securities Finance Corp stepping back after a period of support.


Asia Rising – The upsurge of the aspirational middle class

28 July 2015

Driven by a bourgeoning middle class, Asia is a force to be reckoned with. The shift of economic activity away from developed markets such as Europe and the US to emerging markets, particularly those in Asia, has facilitated global integration — but with that, a fierce battle for business on a global scale.


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