Taking stock and looking ahead
4 min read | June 2021
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
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
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
The pandemic has spurred a reset in values regarding social and environmental stewardship.
4 min read | April 2021
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
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.
2 min read | January 2021
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?
ASEAN countries have made significant advances in reducing poverty and improving human development but improvements in gender equality and social mobility have been slow.