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Aditya Khowala
Article 2 min read

Chart Room: Supercharged commodities spell a regime change for investing

Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain

Aditya Khowala + 2 others | 16 June 2022

Ben Li
Article 7 min read

Re-globalisation in the age of Asia's supply chain crunch

Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.

Ben Li + 5 others | 28 April 2022

Eric Tse
Blog 2 min read

Chart Room: Pole position for China’s electric autos

Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.

Eric Tse + 3 others | 6 April 2022

Fiona O'Neill
Article 6 min read

Titanium and planes: Ukraine conflict spells new hit for global supply chains

The invasion of Ukraine and lockdowns in Asia signal more disruption for corporate supply chains, just as companies thought they were recovering from Covid-19

Fiona O'Neill | 4 April 2022

James Richards
Article 2 min read

Chart Room: Russia’s war in Ukraine is making metals more precious at any price

Russia’s invasion of Ukraine is causing severe disruption to European commodity markets, exacerbating low inventories and threatening outright shortages.

James Richards + 2 others | 10 March 2022

Henk-Jan Rikkerink
Article 2 min read

Markets shift as Ukraine consequences spread

While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming

Henk-Jan Rikkerink | 9 March 2022

Sherry Qin
Blog 1 min read

Chart Room: China’s EV industry is charged for growth

The combination of falling battery costs and rising adoption rates means China's EV industry is charged for growth.

Sherry Qin + 3 others | 26 May 2021

Louise Fribourg
Blog 2 min read

Chart Room: An uneven supercycle for commodities?

Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.

Louise Fribourg + 3 others | 20 May 2021

Nick Price
Blog 2 min read

Chart Room: EM outperformance could be sustained, if commodities are a guide

This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

Nick Price + 1 other | 8 April 2021

Tigran Manukyan
Article 3 min read

Using gold to hedge an extreme world

Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets

Tigran Manukyan | 27 July 2020

Oscar Hutchinson
Blog 3 min read

Seeing red: How long can the iron ore rally last?

Seeing red: How long can the iron ore rally last?

Oscar Hutchinson | 24 July 2019

Randy Cutler
Blog 2 min read

Oil prices: What's the story?

Oil has plummeted since early October. Political manoeuvring and technical selling are exacerbating the decline, and the sell-off is likely to be overdone.

Randy Cutler | 25 November 2018

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