Focused thinking: 2 min read
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]
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: 5 min read
Our listicle outlines what we think will be the biggest global market impactors for 2019. ... [Read more]
Global market predictions for 2019: The 9 grey swans.
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Focused thinking: 4 min read
As the Chinese saying goes, “After endless mountains and rivers that leave doubt whether there ... [Read more]
China Outlook 2019: after winter comes spring
Case study: 1 min read
New directions: diversification of alternative risk premia strategies
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
Five market moving events that should be on your radar
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
Oil price slump: A big EM differentiator
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
Focused thinking: 10 min podcast
The macroeconomic outlook in a more challenging market environment
Our balanced view on Asia’s credit markets at the beginning of 2018 has given way ... [Read more]
Overcast with a mix of sun and rain: Asia credit outlook
How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s ... [Read more]
How X-Elio completed Japan’s largest solar sale
Computing architecture is advancing owing to memory hierarchy innovation. While the performance of processors and ... [Read more]
New technology: memory hierarchy emerge through the mix
The 1964 Tokyo Olympics uplifted the Japanese economy but was followed by a recession. Investment ... [Read more]
Will Japan avoid the risks of a post-Olympic slump?
Current account deficits in Indonesia and the Philippines are not necessarily a bad sign; equally ... [Read more]
October 2018
Surplus or deficit: what drives the current account matters