Trade war triggers rift among Trump loyalists
Even those expected to back Trump’s tariff move are responding with unease. Over the weekend, that unease turned to hostility.
Decisive Chinese equity policy trends
With the Chinese government cracking down, foreign investors are reassessing their exposure to China. It is a balancing act between capitalising on the lucrative opportunities the country offers and protecting portfolios against the apparent arbitrariness of the government. The attentive investor can nevertheless hold on to a common thread.