Focused Thinking
Economics
Using Confucius' theory of human life stages, we compare stages of economic development of India, China, the US and Japan.
3 min read | September 2017
Economics
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and no rate hikes until H2 2018. They explain this by using three proprietary tools to help improve ability to forecast headline and core inflation for 10 Asian countries.
3 min read | August 2017
Economics
Our Asia economists present their scorecard of 23 Emerging Markets on foreign direct investment attractiveness and confirm India and ASEAN’s advantage over other Emerging Markets due to multiple push and pull factors.
11 min podcast | August 2017
Technology
Since mid-2016, the FinTech industry in China has gone through its early stage hype to what is now a process of “survival of the fittest”. At the moment, we are again on the verge of a breakthrough in the FinTech field, with blockchain and AI taking the lead.
4 min read | May 2017
Volatility
Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between the UK and EU have caused sterling to plummet to lows not seen in years, and protectionist rhetoric from the US has sent shockwaves through global FX markets and lifted interest rates to 5-year-highs.
4 min read | January 2017