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Trade wars supercharge China’s drive to tech self-sufficiency
The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.
Cool Heads: Bill McQuaker and Charlotte Harington on geopolitical risk
Bill McQuaker and Charlotte Harington discuss the rise of geopolitical uncertainty and what investors can do to combat it.
Pushing against the tide
Reports the Trump administration is considering restricting US portfolio flows to China are a cause for concern but would be a challenge to implement.
Trade war tit-for-tat escalates: Views from the investment desk
Volatility has returned to global financial markets following the latest developments in the ongoing trade spat between the US and China.
Investment Outlook Q3 2019: A delicate balance
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
Seeing red: How long can the iron ore rally last?
Seeing red: How long can the iron ore rally last?
China bank shares tumble on US ruling that could trigger penalties
Shares declined on news that linked three Chinese banks to a US judge’s finding of contempt of court in a case related to North Korean sanctions violations.
China’s April data disappoints market expectations of resilience
Data on industrial production, retail sales and investment all surprised to the downside.
An outside view of the US-China trade war
Why investors should not expect a swift resolution to the US-China trade war
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