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Chart Room: Why ‘work from anywhere’ doesn’t work everywhere
Our ESG Analyst Survey indicates that WFH is viewed favourably by most companies around the world. But there is one very big exception to the WFH trend: China.
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
How far can ‘revenge spending’ consumers carry China’s economic rebound?
Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.
Chart Room: A hiring spree on the horizon in China
While much of the global economy appears at risk of recession, China is revving up a rebound that’s set to jumpstart the job market.
The Investor's Guide to China podcast: China's Next Phase
What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.
Q3 Asia Investment Outlook: China recovery likely as restrictions ease
Asia stands in a relatively strong position amid a global reset in markets.
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.
High near-term uncertainty keeps us cautious
Lockdowns in China and the risk of recession in Europe are adding to the list of uncertainties facing investors.
Chart Room: US restaurants devour record receipts amid rebound
A resurgent desire to eat out has propelled monthly US restaurant sales above pre-pandemic levels. Despite challenges, we see a long runway of recovery ahead.
Chart Room: The rapid rise of digital payments in India
The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.
Covid health code reveals China’s big data edge
A key to China’s success in containing the coronavirus, the health code’s propagation evinces a major advantage in big data development.
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