Investment Insights

50 Episodes

1. Looking back on a turbulant first quarter

   Published: 3/31/2022
2. Should we be worried about stagflation?

   Published: 3/17/2022
3. The market response to Russia's invasion of Ukraine

   Published: 3/3/2022
4. Is inflation entrenched or not? It depends on demand.

   Published: 2/18/2022
5. The key geopolitical risk for this year

   Published: 2/3/2022
6. An eventful start to 2022

   Published: 1/19/2022
7. 2022: the challenges and opportunities ahead

   Published: 12/17/2021
8. The climb is tough and we haven't reached cruising altitude yet

   Published: 12/9/2021
9. Continuity in Fed leadership: the market reaction

   Published: 11/25/2021
10. The COP26 Special

    Published: 11/9/2021
11. The inflation trend still points upwards

    Published: 10/28/2021
12. Equity markets are in wait and see mode

    Published: 10/15/2021
13. Will the energy crunch be short lived?

    Published: 9/29/2021
14. No taper tantrums so far

    Published: 9/15/2021
15. Ushering in a new era: the rise of the Chinese consumer brands

    Published: 9/1/2021
16. If share buybacks continue at this pace, we'll be setting new records

    Published: 8/19/2021
17. What is the way forward with these rules and regulations in China?

    Published: 8/4/2021
18. It's now between the jabs and the jab-nots

    Published: 7/22/2021
19. Wealthy China, Healthy China, Environmental China

    Published: 7/8/2021
20. There isn't really a way to paint this as anything other than hawkish

    Published: 6/24/2021