CAPITAL IDEAS^TM

China

Emerging Markets

Emerging markets equities: What does the future hold?
Automotive

Can China continue its EV dominance?

Jason Zhang
Manufacturing

Can Europe’s largest economy adapt to a shifting global landscape?

Robert Lind
Demographics & Culture

How population decline could upend the global economy

Jared Franz
Trade

Trading places: de-globalisation, longer supply chains and China Plus
China

Is China’s economy following in the footsteps of Japan?

Anne Vandenabeele
Equity

Electric vehicles in the fast lane: Who wins this race?
Equity

Emerging markets: Positive signs even as China slows
Trade

Reshoring supply chains: What does it mean for investors?
Equity

China: What could drive its markets in 2023
China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Health Care

Is there a cure for weakness in Chinese health care stocks?