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The Investor's Guide to China podcast: The bull vs bear debate
Is China a treasure trove or a value trap? In this episode, we attempt to answer this question through a head-to-head bull versus bear debate.
The obvious - and not so obvious - case for logistics real estate
The appeal of the logistics market has been well publicised as the post-pandemic shift in supply chains has boosted the rental growth on offer in the sector.
The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.
Chart Room: China’s heavy machine makers dig deeper overseas
China’s machinery firms are making new inroads abroad, seeking profitability that’s built to last as demand falls and competition intensifies at home.
Chemicals destocking: cross-asset analysts remain positive on 'unprecedented' cycle
Chemicals destocking: cross-asset analysts remain positive on 'unprecedented' cycle
China + 1 = ASEAN: A winning formula
A pandemic, a war and geopolitical tensions have caused global firms to rethink their supply chains, and many are eyeing the ASEAN region.
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
Chart room: Inflation is broader, and stickier
Today’s inflation is different from that of a year ago. Now, inflation is spread across a much wider basket of components.
Chart room: Japan is avoiding the worst of supply-side inflation
Chart room: Japan is avoiding the worst of supply-side inflation
Chart Room: Valuations look more reasonable but there may be more to come
Chart Room: Valuations look more reasonable but there may be more to come
The Investor's Guide to China podcast: Supply Chains
Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.
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.
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.
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
Chart Room: Ukraine war adds to inflation and brings further supply chain woes
As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.
Chart Room: 2021’s long goodbye to transitory inflation
Five charts that show the inflationary impact of 2021’s reopening cycle
Chart Room: A pain in the bottleneck for supply chains
There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease.
China and its neighbours reboot supply chains
As China’s economy emerges from lockdown, activity across Asia’s sprawling network of factories, ports and logistics hubs is picking up.
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