Focused thinking: 2 min read
August 2018
Focused thinking: 3 min read
July 2018
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
September 2018
Thailand: a fragile investment cycle
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Focused thinking: 4 min read
How will hosting the 2020 Olympics affect Japan?
Damocles: Our early warning indicator of exchange rate crises
Focused thinking: 18 min podcast
Italy's growth outlook, US-China trade wars and will we have a Brexit deal agreed soon?
Focused thinking: 6 min podcast
Key investment themes: Darker clouds appearing
Deciphering EM rate expectations
Focused thinking: 4 min video
Asia growth slowdown: six reasons why a growth slowdown lies ahead
Over time, DEFCON has seeped into the public lexicon where it’s been used to talk ... [Read more]
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
The first three industrial revolutions – powered by water and steam, electricity, and electronics and ... [Read more]
June 2018
Asia Pacific technology: Bigger wave of the 4th Industrial Revolution
No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability
Focused thinking: 3 min video
Why market volatility is inevitable
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What are the five key drivers for Latin America FX in H2 2018?