ReportingHong Kong companies feel heat of trade war Aug 19, 2019Andrew HoltThe ongoing trade war between the US and China is having a negative impact on listed companies in Hong Kong. An increasing number of...Read more
Case studiesThe week in investor relations: A week of market turmoil Aug 09, 2019Andrew HoltIt was a week dominated by market turmoil. The week began with a market rout. You know it was significant because major players in the...Read more
Case studiesHermes: Opportunity strikes – A postcard from Taiwan Jun 27, 2019Kunjal Gala As tensions between the US and China continue to escalate , Taiwan has found itself – more so than other economies – with some...Read more
Case studiesThe week in investor relations: Thomson to turn Chinese, and another US geopolitical crisis Jun 14, 2019Andrew HoltThomas Cook’s biggest shareholder, Fosun Tourism Group, has held talks about buying the embattled tour operating business, which, if...Read more
Sell sideCiti warns of ‘full-scale bear market’ in the S&P 500 Jun 14, 2019Andrew HoltConcerns about US tariffs on Mexico may have waned but there are enough problematic US trade scenarios for Citi strategists to be...Read more
ReportingThe week in investor relations: From the US-China trade war to the UK PM’s resignation May 24, 2019Andrew HoltAt the start of the week, despite growing geopolitical uncertainty, US equity futures rose with European stocks following a mixed...Read more
Case studiesThe week in investor relations: US-China trade talks send shockwaves through markets May 10, 2019Andrew HoltThe on-off trade talks between the US and China have taken another turn and appear to be headed toward a trade war. Tariffs on $200 bn...Read more
Buy sideWho’s afraid of the big bad bear? Oct 26, 2018Oliver SchutzmannInvestors around the world are nursing their wounds. In the month of October, the MSCI World Index has fallen 6.5 percent, the US and...Read more