Nicholas Spiro

Investors’ sudden loss of confidence in “American exceptionalism” – the notion that US assets should be valued more highly because of the US dollar’s role as the world’s pre-eminent reserve currency, the resilient US consumer market and the dominance of […]

In Hong Kong, long-standing measures to dampen speculative demand in the city’s residential property market were belatedly scrapped in February in an effort to help reverse a prolonged slump in prices and transactions. Yet since the beginning of this year,

When it comes to political risk, the pendulum of threats swung to advanced economies some time ago. Ever since the euro-zone debt crisis erupted in 2009, financial markets belatedly realised that risks in developed economies had been overlooked and underpriced.

There are plenty of sceptics and critics when it comes to China’s latest stimulus package. But even the naysayers admit Beijing has changed the calculus for the performance of Chinese stocks. Before the bevy of measures were announced in late

Among Asia’s leading equity markets, India and Japan have reigned supreme since the eruption of the Covid-19 pandemic. Even before the virus struck, Indian stocks had been enjoying a spectacular bull run, powered by the country’s rapid growth and strong

Australia is not the only country in Asia facing a housing crisis. One of the reasons many analysts are sceptical about China’s latest stimulus package – its most aggressive since the Covid-19 pandemic erupted – is the scale and severity

Once again, Chinese policymakers have given investors reasons for hope. On September 24, the People’s Bank of China (PBOC) announced a raft of monetary easing measures to help counter a cyclical and structural downturn that has intensified in recent months.