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A Year Ahead: Commodities, Emerging Markets, Dollar, AI Boom, and China
As we enter the new year, it is worth outlining the key themes that will be…
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How the EU is losing manufacturing power through higher LNG imports
LNG imports, particularly from the U.S. (now a key supplier to Europe), remain structurally more expensive…
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EMs debts and foreign investment outflow
Foreign investors withdrew their capital from emerging markets debt, which supported the asset class. Many EMs…
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China’s deflation is neutralizing EU protectionist measures
Weak pricing from Chinese exporters, combined with a depreciating RMB against the euro, has driven a…
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Growth of international assets in 2025
Emerging markets and other international, non-US asset classes experienced significant growth in 2025. While a weakening…
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Reasons for weak household consumption in China
Why does China have low household consumption? One of the key challenges facing China today is…
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Cognitive decline and capital management
Japan may be running the world’s largest real-time experiment in cognitive finance. The nation already has…
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Asian manufacturing rebound
Asian manufacturing data point to stabilization rather than a synchronized rebound. The key signal in the…
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10Y Treasury Yields, DXY, and Emerging Markets
The US 10-year Treasury yield and the US dollar index (DXY) have started to clearly diverge,…
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CNY appreciation
CNY broke the 7.0 level per USD in the onshore market for the first time in…
Independent research and commentary for informational purposes only. Not investment advice.
New World Invesment Research 