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  1. Dan Fineman: Markets tend to overlook the vulnerabilities of disruptors to disruption

    Our Co-Head of Equity Strategy in Asia Pacific reminds us that even disruptors can be disrupted.  These are the things that investors should pay attention to, according to Dan Fineman in our interview with him.

  2. Alibaba Who? Indian Consumer Tech Comes of Age

    It’s not easy being an Indian consumer tech company. Not only do you have to operate in a fiercely competitive environment and navigate India’s infamous state bureaucracy, but there are also those pesky China comparisons to deal with.  

  3. Why Bearish Politics is Catching Up with Bullish Markets

    Investors could be forgiven for becoming blasé about political risk in recent years. For a long time, regardless of what chaos disrupted politics, from Donald Trump’s election to Brexit, to the threat of nuclear war on the Korean peninsula and unclear election results across Europe, markets continued to rise serenely. Until recently.

  4. Get Ready for China’s Great Wall of Money

    Excited about A-shares joining the MSCI? Can’t get enough of Stock Connect? Investors are preoccupied with getting access to China and for good reason. But arguably far more significant for global markets is the billions of onshore renminbi that is increasingly looking for a home offshore.

  5. Forget the Tech Wreck, Think About Star Trek

    Investors might be forgiven for squinting through their fingers at tech stories recently: it’s been pretty grim reading.