Norman Villamin

A new chapter in the policy experimentation playbook may need to be written or, more accurately, resurrected

Negative real interest rates will help investors to repeat the 1973, 1990 and 2003 energy investment booms

Investors may see the global focus of Trump 2.0 shift – this time, perhaps closer to home

Investors can expand their focus from government priority sectors towards efficient users of capital and corporate leaders who can consolidate growing segments of the economy

The metal is not only an investment return opportunity, it is also a foundation for inflation-adjusted wealth preservation and risk management

Periodic spikes in equity and bond market volatility are part of a new equilibrium that requires a proactive risk management approach

Earnings expectations have not yet corrected enough to price in the recessionary scenario that bond markets fear

Its founder Liang Wenfeng has forged a new path forward within the ongoing AI race

Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly – will be key

China has a track record of taking bold, decisive moves to address banking system challenges and restore sustained growth