Focused Thinking
Focused Thinking
Economics
We found that a sustained rise in oil prices affects emerging markets more than developed markets, and can drive major differentiation in EM economic performance. In the event that oil prices continue to rise, there are likely to be clear winners and losers in EM.
2 min read | May 2019
Economics
In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.
2 min read | April 2019
Economics
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.
2 min read | April 2019
Central Banks
2 min video | April 2019
Economics
On March 8, 2019, some of our top alpha generating analysts came together to share their latest views for the coming 2Q19 quarter in different industries including, energy, transportation, gaming and technology, to name a few.
13 min podcast | March 2019
Economics
Is good economics also good politics? It could be argued that the experience of the past two decades suggests an inverted-U (a frown) relationship between the degree of populism and the electoral success.
2 min read | March 2019
Technology
From its inception a decade ago, blockchain is now one of the most disruptive technologies in the modern digital economy and is on the verge of impacting many industries.
5 min read | March 2019
Emerging Markets
ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next 10 years.
2 min read | February 2019
Central Banks
Out of the limited number of options available, what method can the BOJ use?
2 min read | February 2019
Central Banks
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth, tightening financial conditions and falling local house prices.
2 min read | January 2019
Central Banks
The recovery in Japan's economic activity is still rolling on, but the growth momentum is likely to weaken
2 min read | January 2019
Technology
Due to various macro and micro issues (US-China trade war, US fed aggressive rate hike, sluggish IT demand, Intel CPU shortage), there has been a slowdown in demand from 2H18
4 min read | January 2019
Economics
As we approach 2019, we see a slowdown in economic growth rates across the region, but we can also expect some structural changes in the way investors view Asia, such as the China market. Traditionally, investors have looked at China in the context of Asia ex-Japan. However, our projections suggest China will be the biggest component of Asia-Pacific, superseding Japan as the biggest market in the region by 2023. Jim McCafferty, Head of Equity Research AEJ, talks about the forecast of the equity markets in 2019.
2 min video | December 2018