Global Macro & China-Focused Research

Independent macro-financial research, delivering actionable insights for global investors and institutions. Reports are available in English, Chinese, and Japanese.

Latest Research

Global Climate Risk: The macroeconomic transmission of ENSO shocks

Institutional Capital Flows in China’s Equity Market: A Retrospective Analysis

• Japan Macro Brief | Japan’s Term Premium Repricing Between Policy Exit and Oil Shocks
• Japan Macro Brief | From Dependence to Diversification: The Hormuz Shock and the Reshaping of Japan’s Crude Import Structure
• Japan Macro Brief | Oil Shocks, Fiscal Intervention, and the BOJ’s Policy Dilemma