Latest equities thinking
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All to play for: The video games industry reaches a turning point
15 May 2019
As Google and Apple expand into video games, we explore where the industry is heading – from 'free-to-play' to the rise of cloud streaming – and what the coming wave of disruption means for investors.
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Disruption and opportunity: China’s retail revolution
3 May 2019
China’s consumer slowdown has prompted concern among economists and investors. But a closer look at the country’s retail trends reveals a case for long-term optimism.
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The future of transport: Mapping the way ahead
29 Mar 2019
New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.
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Trading places: Southeast Asia seizes opportunities amid US-china spat
14 Mar 2019
Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours are thriving.
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ESG focus: China's green mission
11 Mar 2019
China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies?
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The ties that bind
28 Feb 2019
Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.
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Global financial markets begin 2019 on a strong note
12 Feb 2019
Bond and equities rally on the outlook for interest rates
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A matter of taste
6 Feb 2019
As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.
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Global economic and political uncertainty hits equities
9 Jan 2019
Equities fall sharply but highly-rated bonds rally.
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Life after Merkel
14 Dec 2018
Annegret Kramp-Karrenbauer has replaced Angela Merkel as leader of Germany’s ruling CDU party, and may soon take her place as chancellor. What does this mean for Germany – and Europe?
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Equities outlook: four predictions for 2019
12 Dec 2018
How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months.
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