Focused thinking: 3 min video
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
December 2018
Focused thinking: 1 min read
Despite a difficult year, investors remain keen to use alternative risk premia strategies. However, current ... [Read more]
Focused thinking: 7 min video
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino ... [Read more]
November 2018
Focused thinking: 9 min podcast
Many factors have impacted the dollar’s correction - US growth divergence, the Fed’s resolve, the ... [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: 4 min read
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
January 2019
Five market moving events that should be on your radar
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Our Brexit analysis looks into the effects that political uncertainty will have on the global ... [Read more]
New Year, New Brexit?
Focused thinking: 2 min video
Equity markets in 2019: soft power matters
Focused thinking: 1 min video
Asia FX and rates outlook 2019
India outlook 2019: elephant to lose stamina
Korea outlook 2019: expect a counter-cyclical BOK policy
ASEAN outlook 2019: split into two camps
Focused thinking: 14 min podcast
Global market predictions for 2019: The 9 grey swans.
Focused thinking: 4 min video
China outlook 2019: after winter comes spring
Case study: 1 min read
New directions: diversification of alternative risk premia strategies
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
Oil price slump: A big EM differentiator
Focused thinking: 5 min read
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ ... [Read more]
Getting to know the rule setters: gauging how Asia’s central banks set policy