CAPITAL IDEAS^TM

Government

Election

Trump’s victory signals major policy shifts ahead
Election

What to expect between Election Day and the inauguration
Election

The year of EM elections

Talha Khan
Japan

Japan: Is the long shadow of the 1980s bubble finally behind us?
Inflation

The case for a higher-inflation regime

Robert Lind
Central Banks

The economy in 2023: Where we differ from market consensus
Election

Brazil presidential election outcome

Thomas Kontchou
China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Equity

Why research is critical when it comes to China investing

Andrew Lee