Focused Thinking

Articles

Economics

The Belt and Road Initiative: globalization, China style

3 min read | April 2018

Emerging Markets

Where are the risks in an EM snapback?

Continued 'Goldilocks' economic conditions have led EM investors to view the glass as half full, but four key triggers could lead to a snapback for EM

3 min read | April 2018

Who would bear the brunt of increased US protectionism?

1 min read | April 2018

Economics

Deleveraging in a political milieu: Asia’s elephant faces a pivotal year

3 min read | March 2018

Economics

China: beyond falling M2 growth

2 min read | March 2018

Japan in focus

Japanese cross-border M&A takes off

Outbound M&A from Japanese companies is growing and could be a beacon in a volatile international environment

6 min read | March 2018

Economics

Asia Economic Outlook 2018

1 min read | December 2017

Economics

Get ready for rising rates

Rising interest rates present challenges for both investors and corporates. However, there are a variety of cost-effective solutions available

6 min read | November 2017

Economics

Will UK housing continue to stand tall or fall?

With predictions of a gradual rise in real interest rates, a fall in real house prices could happen. We believe real house prices could be 20% lower by 2030

2 min read | September 2017

Economics

China: coming out of the shadows

3 min read | September 2017

Economics

China equity strategy: Add Japan and India to our comparative study

3 min read | September 2017

Economics

The tranquil path of Asian inflation

3 min read | August 2017

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