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SUNNY BANGIA

Funds management

A global economic environment dominated by stagflation has become Antipodes ‘base case’ as global markets deal with a second supply-side shock that the firm says will tak...

Funds management

The jury is out on whether Chinese equities are at risk over the long term from an enduring conflict in the Ukraine, with disparate views between fund managers....

Expert Analysis

Asia is on the cusp of global leadership, writes Sunny Bangia, with five areas of the economy in particular set to help with future growth....

Funds management

China has emerged from COVID-19 stronger than major western economies with tis fiscal and government debt intact, according to Antipodes Partners....

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MARKET INSIGHTS

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