Global Macro & Financial Research
Independent macro-financial analysis across China, Japan and the United States.
Foreign Exchange
Commodity linkage
Central bank intervention
Exchange-Traded Funds
Price efficiency
Cross-border allocation
Equity Market Dynamics
Sector rotation
Institutional capital flows
Latest Research
Global Climate Risk: The macroeconomic transmission of ENSO shocks
Institutional Capital Flows in China’s Equity Market: A Retrospective Analysis