Market weekly – Confidence in storm-hit China should return

Market weekly – Confidence in storm-hit China...

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Talking Heads - The AI angle to Indian equities

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large s ...  Show more

Talking Heads - In focus: Active and ESG ETF rebound towards year end

Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery af ...  Show more

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As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find?


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As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.


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