https://www.scmp.com/rss/515449/feed Ecaterina Bigos is chief investment officer of core investments (Asia ex Japan) at AXA Investment Managers. Her international experience, across equity and fixed-income, spans over 15 years, and she has been based in Asia for the past 7 years. Ecaterina holds a master of science in finance from Bayes Business School in London and a bachelor of science in finance from Academia de Studii Econmice in Bucharest. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Globalisation is being rewired, from how it operates to what it fundamentally means. Reshoring remains a dominant topic. Discussions at August’s Jackson Hole economic symposium in the US centred around structural shifts in the global economy, with speeches focused on the looming “great reallocation”. Broadly speaking, data continues to highlight that companies have diversified their supply chains, with plans for much more to come. Supply chain localisation, amid trade tensions, geopolitics,... https://www.scmp.com/comment/opinion/article/3233399/indias-gain-could-be-chinas-loss-great-supply-chain-reallocation?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3233399/indias-gain-could-be-chinas-loss-great-supply-chain-reallocation?utm_source=rss_feed Wed, 06 Sep 2023 07:30:08 +0000 Robust year-to-date performance has pushed the technology sector firmly back into the limelight. Arguably the main driver behind this has been the intense focus on artificial intelligence (AI), chiefly spurred on by the launch of ChatGPT in November 2022, a chat interface built by OpenAI which allows the public to interact with its AI model. The introduction of the conversational engine created a groundswell of interest in generative AI. Even though the technology is not new, its potential... https://www.scmp.com/comment/opinion/article/3230344/how-ais-rise-could-be-boon-manufacturing-and-healthcare-sectors-asia?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3230344/how-ais-rise-could-be-boon-manufacturing-and-healthcare-sectors-asia?utm_source=rss_feed Wed, 09 Aug 2023 07:45:16 +0000 Earlier this year, the United Nations calculated that in April, India’s population would reach 1.425 billion people, “matching and then surpassing” that of China. The UN indicated that India’s population was set to expand for several decades while China’s has peaked, having experienced a decline in 2022 and potentially falling below 1 billion before the end of the century. The implications of India dethroning China as the world’s most populous country are significant. As much as the absolute... https://www.scmp.com/comment/opinion/article/3227358/focus-womens-workforce-participation-improve-gender-equality-and-global-economy?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3227358/focus-womens-workforce-participation-improve-gender-equality-and-global-economy?utm_source=rss_feed Wed, 12 Jul 2023 14:05:01 +0000 The hype surrounding advanced technology has reached fever pitch, from the latest breakthroughs in artificial intelligence (AI) to the new Apple headset that some believe could revolutionise the virtual experience and take the metaverse mainstream. While it’s exciting to associate these with the future, it’s important to note that technological transformation is already affecting how many “real” industries are operating and creating opportunities. While Asia’s tech infrastructure and automation... https://www.scmp.com/comment/opinion/article/3223918/robots-digitisation-tech-rapidly-transforming-asias-economy?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3223918/robots-digitisation-tech-rapidly-transforming-asias-economy?utm_source=rss_feed Wed, 14 Jun 2023 14:00:13 +0000 Leaders of the Association of Southeast Asian Nations gathered in Indonesia last week for the 42nd Asean Summit. In the chairman’s statement, the 10-country political and economic bloc said it was “determined to make Southeast Asia the centre of regional economic growth and an engine for global growth through robust cooperation, including in the food, energy, health and finance sectors”. Despite macroeconomic headwinds, including persistent inflation in some countries, a likely global economic... https://www.scmp.com/comment/opinion/article/3220718/how-manufacturing-and-clean-energy-can-power-aseans-economic-future?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3220718/how-manufacturing-and-clean-energy-can-power-aseans-economic-future?utm_source=rss_feed Wed, 17 May 2023 16:30:10 +0000 Markets have settled somewhat after the banking distress in the United States and Europe over the past month. Central banks and governments have responded swiftly to the turmoil, triggered by the demise of three regional banks in the US and Credit Suisse. Liquidity provisions have come quickly and with generous terms. Resolution decisions have also been made rapidly in both the US and Switzerland. The risks to financial stability, it seems, have been mitigated, yet market conviction remains... https://www.scmp.com/comment/opinion/article/3217444/money-markets-are-flush-cash-king-environment-interest-rate-cuts-are-coming?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3217444/money-markets-are-flush-cash-king-environment-interest-rate-cuts-are-coming?utm_source=rss_feed Wed, 19 Apr 2023 13:30:17 +0000