Archive

January 11, 2024
2024-01-11 AN_head.png

Outlook 2024: The Year Of The Dragon #2

  • For the past 18 months or so, there has been much talk of ‘peak China’ economically. As we enter the year of the dragon, should we add to this the semi-related question of whether we are also witnessing China’s diplomatic peak?

By Alastair Newton

January 09, 2024
2023-01-09 AN_head.png

Outlook 2024: The Year Of The Dragon #1

  • In the Year of the Dragon, China faces a challenging time economically as, in a “complex” domestic and international environment, the CCP is focused increasingly on security and related self-reliance even at the expense of economic growth.

By Alastair Newton

December 18, 2023
2023-12-18 AN_head.png

Outlook 2024: The Big Issue, Part 2

  • Businesses in the US are beginning to take the possibility of Donald Trump winning the 2024 election seriously. However, even there, investors are giving too little thought to how to prepare through 2024 for the significant policy shifts at home and abroad that could quickly follow.

By Alastair Newton

December 11, 2023
2023-12-11 AN_head.png

Outlook 2024: 1997 Redux?

  • Although October/November is still the most likely timing of the next UK general election, internal Conservative rifts over immigration, in particular, could spur Rishi Sunak towards 2 May to minimise the scale of a seemingly inevitable defeat.

By Alastair Newton

By country