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Fixed Income

18DEC 2018

Outlook 2019: Asian bonds

Fixed Income

18DEC 2018

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds …

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Economic Views

18DEC 2018

What casino revenues can tell us about Chinese economic growth

Economic Views

18DEC 2018

What casino revenues can tell us about Chinese economic growth

Macau is the only place in China where casino gambling is legal. The spending data, therefore, offers an alternative view of moves in the Chinese eco…

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Equities

18DEC 2018

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those …

Fixed Income

17DEC 2018

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