Focused Thinking


Emerging Markets

Russian Invasion of Ukraine to Turbocharge Renewables Deals

The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies

2 min read | May 2022


ASEAN: Border reopening 2.0 – Finally going somewhere

As Omicron subsides and travel restrictions ease, ASEAN countries have fast-tracked border re-openings

2 min read | April 2022


How Artificial Intelligence is Reshaping ESG Ratings

Some of the biggest global investors including Japan's Government Pension Investment Fund are using computer algorithms to gain deeper insights into the ESG effectiveness of companies they invest in.

4 min read | April 2022


Japan Retail Investors Embrace ESG Amid Pandemic, Nomura Survey Shows

The results of Nomura Securities’ December 2021 Individual Investor Survey reveal that Japan retail investors are increasingly interested in ESG-aligned financial products.

3 min read | April 2022


India: External shocks, stagflation risks and policy trade-offs

Just as India was crawling its way out of the pandemic, the conflict in Europe, a hawkish Fed and China shocks have reignited macro uncertainties.

5 min read | April 2022


What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for the rest of 2022 by region.

3 min read | March 2022


How Innovative Financing Gave a Solar Deal Global Scale

Amp Energy, a global renewables developer, secured a unique $350 million credit facility that could double in size to help it develop solar projects spanning the globe.

3 min read | March 2022


ASEAN Green Taxonomy: Decoding Sustainability in Southeast Asia

Southeast Asia, a region prone to nature’s wrath, is accelerating efforts to lay down a classification system that will promote transparency around green activities.

5 min read | March 2022


Trading with a Conscience Reaches the Dealing Floor

ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.

3 min read | February 2022


China’s Net Zero Goal – Mapping the Decarbonization Path of Asia’s Superpower

China committed to net zero by 2060 but what will it take to reach that goal for the world’s biggest energy consumer?

5 min read | January 2022


The 'S' In ESG: How Japan’s Employment Model Can be a Blueprint for a Post-Covid World

Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.

5 min read | January 2022


US 2022 Economic Outlook: Strong but Slowing Growth, Elevated Inflation and Policy Normalization

We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization

6 min read | January 2022

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