Focused Thinking
Economics
Private equity general partners are increasingly adopting net asset value financing amid difficult markets for new capital raises and exits.
3 min read | June 2025
Economics
Pursuing trade talks with the US will likely prove difficult while China appears to be pulling all stops to strengthen ties with the region
4 min read | June 2025
Japan in focus
Ten ways the Japanese economy is moving toward greater alignment with other developed economies.
4 min read | June 2025
Japan in focus
The number of outstanding shares in the Japanese equity market is decreasing as the unwinding of cross-shareholdings continues.
3 min read | May 2025
Economics
Expect rate cuts across the globe for the rest of 2025
3 min read | May 2025
Japan in focus
The year 2025 could be a turning point for long-term economic change.
3 min read | May 2025
Economics
Evidence suggests US import frontloading is benefitting many Asian economies, especially in electronics, but soft data are signaling weakness ahead
2 min read | May 2025
Economics
The flood of imports from China was already impacting economies before Trump 2.0
4 min read | April 2025
Economics
Liberation Day tariffs to have different effects on different parts of the world
5 min read | April 2025
Economics
Disinflation is underway in Asia, with inflation falling within central bank targets across most countries.
3 min read | March 2025
Economics
The private credit market is rapidly evolving, with new players, products and rules set to help it reach a projected $2.64tn by 2029.
3 min read | March 2025
Economics
The US clampdown on using third countries to circumvent tariffs on China could reshape global supply chains
4 min read | March 2025
Central Banks
US tariffs are likely to hamper European growth rather than cause an inflationary problem, making it more likely that European central banks further lower rates.
4 min read | February 2025
Economics
In an interconnected world, the impact from higher US tariffs can sometimes ricochet beyond the target country
5 min read | February 2025