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By: Vincenzo Vedda
In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.
Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.
Substantial upward revisions in capex reflect the AI infrastructure boom – early signs of increasing monetization are becoming visible
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.
By: Ivy-sw Ng, Tommy Law
Status Quo of Artificial Intelligence (AI) Adoption in Asia
By: Ivy-sw Ng, Christy Lam
Charging Ahead: Electrification in Asia
ASEAN Developing Countries: Resilient Growth thus far
Persistent Rice Inflation: Balancing Inflation and Economic Risks
Exploring the IP Playbook: From Japan to China
Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation
Is Asia Self-sufficient in Times of Deglobalization?
China Banks: Signs of Bottoming Out
