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Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.
Competition for raw materials vital for the energy transition is intensifying
Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.
A physically tight market is keeping prices close to their record highs.
By: Vincenzo Vedda
Europe’s investment renaissance
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
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
