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洞察 | 公司新闻

2021年8月31日

CIO Viewpoint: How to Interpret the Antitrust Moves in the US and China

Antitrust enforcement is gaining momentum in major economies, such as the US, EU, and China, after decades of weak practices. We try to address the underlying rationale behind such a trend and give ou...
2021年7月29日

CIO Viewpoint: The Four Asian Tigers - How are they doing now?

Returning to normalcy is now the key focus among governments, corporates, and individuals. The Economist has issued a "normalcy index" to track how social activities (sports attendance, time at home, ...
2021年6月30日

Focus: Renewable Energy - What to Watch?
2021年6月29日

CIO Viewpoint: 2H 2021 - The Fading Cyclical Tailwind

For the first half of this year, global economy has recorded a faster than expected growth, due to the smooth vaccine rollout and supportive policies from major economies. According to the IMF, global...
2021年5月31日

CIO Viewpoint: Are Higher Taxes Really Disastrous?
2021年4月30日

CIO Viewpoint: How to take Opportunities in this Commodities Upward Cycle

Commodities are among the best-performing asset classes this year. We expect the commodities upward cycle to continue in the near to medium term. Metals may benefit more from the cycle and also have s...
2021年3月31日

Focus: Evolution of Payment Methods
2021年3月30日

CIO Viewpoint: Rising Interest Rates - Should we be worried?
2021年2月26日

CIO Viewpoint: Another Year for Emerging Markets to Outperform?
2021年1月29日

CIO Viewpoint: 2021 Outlook - Reopen to Recover
2020年12月30日

Focus: The Rise of Chinese Tech and Why it Matters

The renowned macro investor Ray Dalio recently wrote an article titled “Don’t be blind to China’s rise in a changing world”. The world is changing at a rapid pace, not only does China’s rise have sign...