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We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
Cautiously optimistic: Our forecasts for the next 12 months
Foreign investors rethink US assets, but the S&P 500 is global and digital
They have a balanced risk/return profile and look attractive compared to U.S. Treasuries
Is Asia Self-sufficient in Times of Deglobalization?
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
Uncertainty and higher prices expected to take a toll on the economy.
By: Maria Milina, Elke Speidel-Walz
India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.
New world order for trade: What Next?
China Banks: Signs of Bottoming Out
India Consumption Slowdown: Cyclical or Structural?
Altitude Sickness: Breathe, go slowly, stick to the big markers
By: Jason Chen, Dirk Schlüter
