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- Diversified asset selections
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- Attempting to emulate sector rotation
- Markets and country geopolitics
- Company and industry challenges
- Technological leaps
Withering digital wallets ?
Mobile payments have become a defining feature of Chinese society and the two Internet majors, Aibaba and Tencent, dominate digital consumer transactions at the expense of traditional banking. The Chinese Central Bank is seeking a way out...
Heavy weather on Asian seas
Optimism is pervading South-East Asian economics but the geopolical balance between competing powers, abutting the region on its periphery, remains vulnerable to gross miscalculation. Shared interests do not necessarily guarantee the outcome
PSA & FCAU - a one-way bet ?
For all the talk about a car titan, the merger between Peugeot and Fiat-Chrysler faces complex trade-offs in industrial reorganization, in brand building and in research on electrification...It is best not to oversell promises on the deal