CX Daily: How a Lakeside Banquet Reinforced Confidence in Baolide Among China’s Tech Elite
TOP STORIES In Depth: How a Lakeside Banquet Reinforced Confidence in Baolide Among China’s Tech Elite On a summer evening in July 2022, a group...
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Outlook 2026: Fiscal Expansion + Monetary Divergence + Robust AI + Ebbing USD = Resilient Asia
As we enter 2026, it's worthwhile recalling our '26 themes - fiscal stimuli in DM, ongoing geopolitical tensions (driving defense expenditure),...
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2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices # 2
Copper trading above $6/lb - a new ALL TIME HIGH. As we wrote here, $5 is the new floor. Spec positioning in futures close to levels signalling...
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Asian Equities: FII Selling Slowed in Dec but Continued Nonetheless; 2025 Saw Near-Peak FII Outflow
​FIIs sold significantly less in Asia-6 in December compared to November, with signs of recovery in select ASEAN markets. Asian equity performance...
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Asia Metals Outlook 2026: Scarcity Favours Gold, Copper, Aluminium
​Precious and energy-transition metals set to outperform bulks and hydrocarbons through 2026, with top Asia exposures including Zijin, Korea Zinc,...
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