Macro Economy & Investment

The Chinese Economy in Global Perspective

Three lenses for reading where an economy came from and where it is going

Money, Exchange Rates and Financial Markets

How central banks, rates, currencies and asset prices move together

Investment Management and Asset Allocation

From the logic of risk and return to a repeatable allocation process

Capital Market Cases: Mixed Ownership, M&A and IPOs

Four deal archetypes and the pricing, governance and integration logic behind them

Corporate Governance and Duties of Directors and Officers

Where authority, control and liability actually sit inside a company

Business Strategy in the Digital Economy

From value chains to network effects: rethinking where growth comes from