Focused thinking: 2 min read
From the 1950s to the 1990s Japan often found itself in disagreement with the US ... [Read more]
August 2018
What can we learn from the history of trade wars?
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Focused thinking: 4 min read
The movie WarGames helped introduce the DEFCON system to the public back in 1983 (including ... [Read more]
July 2018
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
Focused thinking: 3 min video
June 2018
Why market volatility is inevitable
Focused thinking: 1 min read
Owing to the recent dollar move, we revisit the main drivers and forecasts for LatAm ... [Read more]
What are the five key drivers for Latin America FX in H2 2018?
Focused thinking: 3 min read
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
Focused thinking: 8 min podcast
Global Emerging Markets Podcast Series
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
Trade has played a critical role in the development of emerging market (EM) countries. But ... [Read more]
April 2018
What is fuelling trade in global emerging markets?
Focused thinking: 1 min video
How is technology transforming global emerging markets?
February 2018
Global Emerging Markets Seminar 2018
Focused thinking: 2 min video
December 2017
Outlook 2018: US
Asian central banks are yet to follow the Fed’s rate hiking cycles even though many ... [Read more]
November 2017
The great decoupling: are Asian central banks breaking from the Fed?