Focused thinking: 1 min read
We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy ... [Read more]
February 2019
Focused thinking: 3 min video
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
December 2018
Our UK 2019 outlook looks at how the UK still remains attractive to international investors ... [Read more]
Focused thinking: 3 min read
Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
September 2018
Focused thinking: 2 min read
We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]
May 2019
What drives the oil price rise matters
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In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]
April 2019
China home appliances: Structural positives, near-term challenges
Focused thinking: 9 min video
Low volatility, but can it last?
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus ... [Read more]
Chinese hog cycle and inflation
While household debt outstrips incomes across the country, is the UK unusual among its peers? ... [Read more]
What does rising household debt mean for the UK economy?
Focused thinking: 2 min video
Australia in 2019: soft growth, falling house prices and RBA rate cuts
March 2019
Ten years after the financial crisis: a more stable financial system with new risks
Focused thinking: 13 min podcast
Asia Top Ideas Breakfast Series
Is good economics also good politics? It could be argued that the experience of the ... [Read more]
India: the 'frown curve' – why politics and economics don’t always smile
Global Outlook Videos 2019
Focused thinking: 5 min read
From its inception a decade ago, blockchain is now one of the most disruptive technologies ... [Read more]
Demystifying blockchain technology: what you need to know
ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next ... [Read more]
ASEAN internet: Opening up the mobile wallet