Posted inResearch

Research notes of the week – 3 July 2017

FSA presents a selection of research commentary released this week.







FSA has reviewed the week’s research notes and selected a few that we believe stand out from the rest. Click on the image to access the full report.


China Bond Market Primer

Although the research report is from October 2016, it has relevance now that the Bond Connect has officially launched. John Porter and Laurence Boone from Axa Investment Management provide an overview of China’s bond market for foreign investors, including plenty of data.



Disrupt and grow: 2017 China CEO Outlook

The findings from KPMG’s 2017 China CEO outlook report suggest that China CEOs are looking to step up the transformation of their companies in order to remain competitive in the market and succeed, amid a period of increased geopolitical risk and rapidly changing business environment.




Schroders Global Cities Index

In this interactive report, Schroders lists the 30 top most attractive cities for listed real estate companies. The rankings are based on five factors: growth potential, population, household income, retail sales and university rankings.




One nation − One tax rate − One market

On 1 July India introduced the Goods and Services Tax to replace layers of local and federal taxes. It is intended to help formalise the grey economy, ease interstate trade and make domestic manufacturing more competitive. HSBC GAM analyses its implications.




Credit Suisse presents five long-term investment themes, which include political changes in Western countries, demographic shifts and rapid technological progress.

Part of the Mark Allen Group.