Focused Thinking
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
Emerging Markets
The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.
2 min read | June 2021
Economics
China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.
3 min read | June 2021
Economics
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
Sustainability
Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.
5 min read | June 2021
Emerging Markets
It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.
3 min read | June 2021
Economics
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
Japan in focus
We discuss the impact of this recent wave of Covid-19 infections.
35 min podcast | May 2021
Economics
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
Technology
The Global semi-conductor chip shortage and impact to markets.
26 min podcast | May 2021
Economics
Outlook on China's North-South divide.
0 min podcast | May 2021
Economics
The surge in Covid-19, and it's impact on India's outlook
0 min podcast | April 2021
Central Banks
Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?
65 min podcast | April 2021
Economics
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021