Technology
MacroBrew – APAC Tech Strategy: Growth opportunities in a post Covid-19 world
Asia's tech cycle and growth opportunities to watch.
26 min podcast | September 2021
Focused Thinking
Focused Thinking
Technology
Asia's tech cycle and growth opportunities to watch.
26 min podcast | September 2021
Japan in focus
Outlook for Japan and markets ahead of the election.
30 min podcast | September 2021
Emerging Markets
An outlook for the Philippines amid the latest Covid-19 wave, with guest speaker Benjamin Diokno, BSP Governor.
60 min video | September 2021
Volatility
China’s curbs on the property sector likely mean sacrificing short-term stability, but could pave the way for Beijing to pursue long-term growth
28 min podcast | August 2021
Economics
Covid-19 pressure causing a delay in ASEAN's economic recovery.
28 min podcast | August 2021
Economics
Is China approaching a slowdown?
30 min podcast | August 2021
Central Banks
The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.
2 min read | August 2021
Sustainability
We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.
4 min read | August 2021
Volatility
Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.
2 min read | July 2021
Emerging Markets
Our TRIPTracker index indicates there's still a long way to go before tourist arrivals to Thailand recover.
3 min read | July 2021
Economics
Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.
2 min read | June 2021
Sustainability
Businesses must move from corporate social responsibility to being responsible social corporations.
5 min read | June 2021
Economics
Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.
2 min read | June 2021
Emerging Markets
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
2 min read | June 2021