Economics
2021 Global Economic Outlook - A topsy-turvy recovery
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Focused Thinking
Focused Thinking
Economics
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Sustainability
ASEAN countries have made significant advances in reducing poverty and improving human development but improvements in gender equality and social mobility have been slow.
4 min read | December 2020
Emerging Markets
What will 2021 mean for Asia's outlook?
30 min podcast | December 2020
Technology
Dual circulation strategy is a combination of import substitution and domestic demand expansion. It seems to be a natural growth strategy for China.
2 min read | December 2020
Volatility
What will 2021 mean for FX markets?
28 min podcast | December 2020
Economics
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020
Central Banks
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
3 min read | December 2020
Emerging Markets
Is China becoming more self-sufficient?
3 min video | November 2020
Economics
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
Emerging Markets
How much of an impact are the recent protests having on the Thai Economy?
34 min video | November 2020
Economics
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.
10 min read | November 2020
Economics
The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.
7 min read | November 2020