Global Themes


Focused insights


Bond Access – What the Chinese onshore bond market has to offer

Bond Connect is a key part of China opening up its financial markets, and international investors cannot afford to ignore it.

In Depth

Credit strategy – a global perspective on Asian debt

Fears of a recession in the US, defaults in China, and potential opportunities in Indonesia are among the biggest topics in Asia credit.

In Brief

Shifts in Consumer Spending

Lean into luxury - more consumers choose quality over quantity

Consumer spending trends are shifting. Adapting to the changing patterns of tomorrow’s consumer is critical.

In Depth

Index inclusion – the next major development for Chinese bonds

Global investors are getting ready for the inclusion of China’s onshore debt into international indices, with a focus on issues such as liquidity and hedging.

In Depth

Economic divide and misrule

Regional income inequality risks unwanted political consequences

In Brief

Seeking Alpha in the A Share Market

Investors looking for alpha returns from China’s onshore stocks need to assess high valuations in new growth industries

In Depth

Asset Allocation: China’s place in a global portfolio

With access to onshore Chinese securities easier than ever before, investors are considering how best include the country into their existing portfolios.

In Depth

Understanding China’s Panda bonds

It's all black and white: understanding China's Panda bonds

China's Panda bond market continues to develop and internationalise, what does it means for China in a globalising world?

In Depth

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