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Economies

Revisiting North Korea tail risks

While we have increased moderately the probability of the tail risk scenario for North Korea (military conflict), it remains a low probability event.

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China, a haven of stability?

China’s annual average GDP growth over the medium term (2018-2020) has just been revised up by the IMF – from 6.0% to 6.4%, on expectations of further increases in public and private debt.

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Second Half Outlook for Asian Markets

For Asian equity markets, we hold a constructive outlook for the second half of this year, as the political and economic environment is more conducive towards earnings growth and is generally less vulnerable to global volatility.

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