Discipline During Times of Disruption
13 Mar 2026The past week may go down as one of the most critically important weeks in recent history, yet equity markets didn’t seem to notice. While the futures market was wildly oscillating, if you were only looking at the energy market indices, you might have missed out on the excitement entirely.
31ST CITIC CLSA Investors' Forum Highlights
07 Oct 2024Our CEO and Chief Investment Strategist, Sharon Watkins, recently attended Asia’s premier and longest-running investor forum to unpack the critical macro, geopolitical, and strategic issues that will shape portfolios in the years to come. Hong Kong was bustling as always. Conversations were open and dynamic.
Implications of the Pan-Asia Trade Pact
16 Oct 2023On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history, significantly reshaping traditional economic power dynamics.
CLSA 2022
09 Nov 2022Learn more about what we took away from a variety of independent business, academic and political experts that were featured at this year's CLSA.
US Currency Dominance: Global Reserve Currency and SWIFT
01 Mar 2022Alternative payment networks (gold, digital, etc.) already exist, and new, parallel financial and currency systems are being created to rival the traditional US dollar system.
Currency Manipulators
02 Oct 2019The strong US dollar has led to the US to label China as a “currency manipulator”. Justifiable or is it everyone?