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JANA 2020 Conference Session 1: A new decade, new challenges: Opportunities and risks for Asia of ‘de-coupling’ and ‘regionalisation’
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JANA 2020 Conference Session 1: A new decade, new challenges: Opportunities and risks for Asia of ‘de-coupling’ and ‘regionalisation’

The trends towards economic ‘de-coupling’ of China from other countries, particularly developed countries, and ‘regionalisation’, often touted as the next phase of globalisation, may be accelerated as a result of the COVID-19 pandemic. In this session, our panel of Asia-based investors will explore the opportunities and risks for China and Asia more broadly of these trends, and the implications for investors.

4 Minute Read
Caution warranted in a time of easy money
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Caution warranted in a time of easy money

Liquidity conditions have been easy for some time,  which has been exacerbated by COVID relief measures. ‘Free money’ and the comfort of knowing ‘the Fed has your back’ is not conducive to capital allocation discipline.

5 Minute Read
COVID-19 Recession starting point – Zero interest rates, flat yield curves and high debt
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COVID-19 Recession starting point – Zero interest rates, flat yield curves and high debt

The COVID-19 recession is increasingly looking like the tipping point for a sustained regime shift in policy, with potentially major implications for economies and markets.

9 Minute Read
Credit intensiveness & complexity
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Credit intensiveness & complexity

Credit intensive and complex sectors sold off harder than higher quality credit in Q1, and have taken longer to recover. But in the past few weeks they have performed very strongly.

2 Minute Read