The ripple effects of soaring energy prices
The effects of soaring energy prices are felt by many sectors. Aviation, shipping and the chemical industry are directly impacted by higher energy prices.…
China's loan growth jumped in January
January usually sees a big increase in loan growth from December, as Chinese banks tend to book loans at the beginning of the year. But this year's…
Risk off driving markets
There's not just a single factor driving markets, but many, though they are mostly pointing the same way - a reduction of risk appetite...
There are a lot of possibilities about how the restructuring of property development giant, Evergrande, could turn out. In this note, we discuss the…
It will take at least until the summer of 2022 before we expect the price of some building materials, notably concrete, bricks and cement, to drop.…
China's loan growth shrinks
Living with scars
Hong Kong: Why does liquidity look alarmingly tight?
THINK Ahead: Deal done, hikes axed? Not exactly
Italian inflation inches up in May on rising energy pressures
ECB set for June ‘insurance’ hike as energy shock raises policy risks
China refrains from following Fed
What a difference a day makes
China GDP beats forecasts
Early China bond market concerns unjustified
