Quarterly Commentary

4Q2024: The Serpent’s New Year Surprise
3Q2024: A Sudden Economic Embrace
2Q2024: Diamonds in the Rough
1Q2024: An Unheard Revolution
4Q2023: Adapting to Thrive
3Q2023: Peak China …. Pessimism
2Q2023: Opportunities Overlooked
1Q2023: A Gradual Awakening
4Q2022: A Pendulum in Motion
3Q2022: Where to from Here?
2Q2022: Setting the Stage

Podcasts

“China’s Equity Markets 101”
featuring Eric Wong (Feb 2025)

“Outsourcing for Trade Optimisation”
featuring John Sobral (Nov 2023)