Correcting general misperceptions of crude oil demand and supply
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Our reasons to temper bearishness on commodities and to be prepared for a key market turn
A look at two important parts of the service economy in China: e-commerce and tourism
Our search for companies that would benefit from growth in China’s services industry even as manufacturing slows down
Looking at history to understand the impact on currency rates of U.S. Fed rate changes
A close look at Japan – a market which could potentially be at a fascinating inflection point
Our takeaways on sectors, government policy and investible ideas from meetings with corporates and market participants in India
Riksbank’s experience of premature rate tightening: lessons for the U.S. Fed
A dispassionate look at macro charts: why we believe the Fed rate increase will be small and slow
