Focused Thinking

Articles

Central Banks

India: A Difficult Climb Ahead

Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and domestic credit conditions remain tight amid weak global demand. As a result, India’s economic recovery is expected to be delayed and the subsequent pickup is expected to be sub-par.

2 min video | November 2019

Technology

Does eFX still require a human touch?

Client demands for speed and efficiency, coupled with regulatory pressure for transparency, will continue to drive the growth of electronic trading, including trading of more complex products

4 min read | November 2019

Technology

What will be the role of quantum computing in the future of finance?

Tech giants like Google and IBM are racing to be the first ones to create the next generation of supercomputers, but how will they impact the world of finance?

2 min read | October 2019

Sustainability

Innovation driving Asia’s healthcare ecosystem

Asia's healthcare sector has been deploying innovative strategies that are transforming the industry and creating new investment opportunities.

6 min read | October 2019

Central Banks

Risk of BOJ taking Rates Further into Negative Territory and Investment Strategies

Expectations are growing that the BOJ will decide to further loosen monetary policy.

5 min read | October 2019

Volatility

What's the impact of Brexit on the UK Auto Industry?

We update and expand the scope of our analysis for the impact for global automakers, and the intensity of the fallout from a hard Brexit.

2 min read | October 2019

Economics

Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity

We have been downbeat on the global economic outlook, primarily due to our views on US-China trade frictions. Prior to the trade truce in Osaka, we established our base case in which the US imposes 25% tariffs on all Chinese imports and China retaliates before the end of the year. We stand by this forecast as tariff threats continue to escalate.

2 min read | September 2019

Economics

Is the US on the verge of a recession?

With clear signs that the US economy has slowed, growing trade tensions rising, and new signs that global growth is slowing, is a US recession around the corner?

4 min read | September 2019

Technology

What will be the role of quantum computing in the future of finance?

Tech giants like Google and IBM are racing to be the first ones to create the next generation of supercomputers, but how will they impact the world of finance?

2 min read | August 2019

Japan in focus

Bonsai: A miniature view of global markets

Bonsai trees and shrubs encapsulate the serenity of Japanese culture. But these miniature wonders require diligence, commitment and attention to detail. Even a casual observer can appreciate the painstaking processes that underlie bonsai’s simple beauty.

3 min read | August 2019

Japan in focus

Bonsai: Why long-term commitment and vision underpins their beauty

Japan’s ancient bonsai tradition, where miniaturised shrubs and trees are grown in pots for many hundreds of years, creates a noble plant that, by definition, has withstood the test of time.

4 min read | August 2019

Central Banks

Japan: conditions for more BOJ easing and implications

Expectations have been mounting for a policy response by the BOJ, including further easing. What will trigger strong calls for the BOJ to respond? What are the possible policy options and implications to the markets?

3 min read | July 2019