Rethinking Matters

The longer the conflict drags on, the worse the outcome for both the global economy and global markets

Region enters the year buoyed by liquidity tailwinds, hinging on China’s pivotal shift towards consumption

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

Why the 30-year Japanese government bond yield could be the most important ‘risk indicator’ in the world now

How to navigate 2025’s trade policy uncertainties and geopolitical tensions

As the US-China trade war intensifies, new lines of trade and allegiance are being drawn

The city’s East-West history positions it in the crosshairs of tensions between the world’s two great superpowers

For weeks, both US and China have played hardball, escalating tariffs and seeking to out-stare each other, but recent reports suggest concessions and compromise are possible

The chaos, confusion and outrage around the imposition of US trade tariffs have roiled markets. Brace for more shocks as ‘America First’ embraces mercantilism