Paras Anand

When Wall Street wakes up to Main Street

The convergence of Wall Street and Main Street is coming. Here are three things investors should consider when positioning themselves as we move on from the current phase of the pandemic.

04 June 2020 | Paras Anand
HK and the relevance of economic resilience

HK and the relevance of economic resilience

A convergence of factors has recently unsettled markets and introduced uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.

29 May 2020 | Paras Anand
The Investor's Guide to China podcast

The Investor's Guide to China podcast

It wasn’t long ago that China was regarded as just a manufacturer of finished goods, an imitator rather than an innovator. But now the world is waking up to the technological prowess of China's companies.

28 May 2020 | Paras Anand
White paper: The new economic order

White paper: The new economic order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability will characterise this new order, creating opportunities out of dislocation.

12 May 2020 | Paras Anand
Not seen since WWII

Not seen since WWII

As governments try to support economies in lockdown, and companies redirect production in the fight to contain Covid-19, the relationship between the public and private sectors is changing in a way not seen since World War II. This could have lasting implications for investors.

09 April 2020 | Paras Anand
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