Focused Thinking
Technology
Early evidence shows that AI-related hirings are more than firings, but there is reduced demand for entry-level workers
5 min read | August 2026
Central Banks
Oil prices, irrigation and policy can sometimes matter more than rainfall
4 min read | July 2026
Japan in focus
Tokyo Stock Exchange reforms are providing rare opportunities for domestic and foreign buyers of Japanese companies
4 min read | July 2026
Economics
Geopolitical transition, the China shock and the AI revolution are reshaping Asia’s economies
4 min read | June 2026
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2026 by region.
3 min read | June 2026
Economics
The energy security push creates opportunities in domestic infrastructure investment, green tech exports led by China and ASEAN, and growing LNG and critical mineral shipments
6 min read | May 2026
Economics
Chinese exporters may inadvertently stand to gain from a global shock
3 min read | April 2026
Central Banks
The impact of the energy shock on inflation and growth varies across Asian economies; differentiation in central banks’ responses is crucial
4 min read | April 2026
Economics
The original “China shock” was a reference to the economic disruptions in the West caused by the surge in imports from China
2 min read | April 2026
Economics
The first survey since the Iran conflict started shows input cost pressures, margin compression and longer supplier delivery times, with EM Asia facing a sharper impact
2 min read | April 2026
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Rates
Iran war undermines the long-held assumption that bonds and equities offset one another in times of crisis but supports the case for long swaption straddles as a hedge
3 min read | March 2026
Economics
The region is at the epicenter of the energy security shock and faces potential stagflation, if disruptions persist beyond a month
4 min read | March 2026