Huawei-SMIC in the limelight, but more friction ahead
Despite restrictions around access to advanced technology, Huawei’s new smartphone – powered by SMIC chips – sees it back at the fore of 5G enabled devices.
Are we on the brink of a stressed consumer?
For all the talk of a ‘soft landing’ or how buoyant and well-positioned the consumer is, we believe the recipe is there for a rapid broad deceleration of consumer spending.
Social norms: the growing bond market that is increasingly delivering impact
The growth in the breadth and depth of the social bond market is impressive, but there’s still more to come.
Where’s the sweet spot in Bonds Markets today?
Fadi Khoury speaks with CNBC Arabia on the current market environment and the outlook for interest rates, and the case for Investment Grade Corporate Credit.
Implications of Zambia’s Sovereign Debt Restructuring
A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters
Navigating China’s property sector: growth, turmoil and outlook
The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment
Gilt-edged opportunities
UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?
The Asian Monetary Fund: Just talk or potential reality?
In the current geopolitical environment, an AMF could give Asian countries a stronger voice in decision-making processes.
Pulling the plug on privatised water?
The resignation of Thames Water’s chief executive triggered speculation about nationalisation of the company. We explain why we don’t think that’s likely.
A unique lens on banks and net zero
How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?