John Woods
China’s Fourth Plenum – planning or prepping?
Beijing’s new-found willingness to go head-to-head with the US in its trade and tariff war marks a new, muscular change in mindset
The great sucking sound: Japan’s capital shifts
Why the 30-year Japanese government bond yield could be the most important ‘risk indicator’ in the world now
A year less ordinary: Navigating discordant narratives in 2025
In this dynamic environment, the ability to pivot and seize opportunities will define successful investment strategies for the remainder of the year
Plain sailing and successful investing
How to navigate 2025’s trade policy uncertainties and geopolitical tensions
Trump’s tariffs end Asia’s era of fence-sitting
As the US-China trade war intensifies, new lines of trade and allegiance are being drawn
Hong Kong – Canary in a goldmine
The city’s East-West history positions it in the crosshairs of tensions between the world’s two great superpowers
Blinkmanship
For weeks, both US and China have played hardball, escalating tariffs and seeking to out-stare each other, but recent reports suggest concessions...
Liberation Day for USA Ltd
The chaos, confusion and outrage around the imposition of US trade tariffs have roiled markets. Brace for more shocks as ‘America First’...
The new great game
Trump’s shift to an ‘America First’ focus may benefit US consumers but risks abound
Planet Trump
Here, markets and goalposts move fast, which means the benefits of a diversified and balanced portfolio cannot be stressed highly enough