Focused Thinking
Economics
Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in different ways. But retailing – almost universally across developed markets – has rebounded at a far quicker pace.
3 min read | September 2020
Central Banks
Will the European Central Bank follow in the Fed’s footsteps and implement average inflation targeting?
5 min read | September 2020
Japan in focus
6 min read | September 2020
Geopolitics
We look at 6 ways that COVID-19 has helped address key issues in climate change.
4 min read | August 2020
Economics
The tide of deglobalization is reshoring and gathering momentum, who is set to benefit?
3 min read | August 2020
Emerging Markets
The online education industry in China has great growth potential, with market size expected to double in five years.
2 min read | August 2020
Economics
Nomura forecasts real growth outpacing potential growth during normalization
2 min read | August 2020
Economics
What are the Global implications of diversifying from China?
3 min read | August 2020
Geopolitics
For economies to stay afloat, historic amounts of fiscal and economic stimulus have been provided, but how will this sovereign debt be repaid?
2 min read | August 2020
Technology
The eSports ecosystem and related industries are expected to grow even after the current pandemic we are experiencing passes.
5 min read | August 2020
Central Banks
The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.
3 min read | July 2020
Economics
The Chinese economy is still a long way away from a full recovery, and it is too early for the PBoC to reverse its stance on policy easing.
2 min read | July 2020
Japan in focus
Deliberations on post-Covid Japan to get underway in late July, and interim review of the action plan is expected by end-2020.
2 min read | July 2020
Volatility
Regulatory requirements, clients’ drive for efficiency, and the experience of working from home during the COVID-19 pandemic are spurring a shift of FX option activity to platforms.
3 min read | June 2020