Focused Thinking
Central Banks
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
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
5 min read | November 2019
Technology
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
Central Banks
Expectations are growing that the BOJ will decide to further loosen monetary policy.
5 min read | October 2019
Volatility
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
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
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
Central Banks
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
Central Banks
The policy reaction function of many of the world’s major central banks looks to have changed and a number have yet again made a dovish shift. We argue that these central banks could be “trapped” in an ultra-loose monetary policy stance and are losing their ability to normalize policy.
2 min read | July 2019
Central Banks
Central bankers step up to the plate as the tug-of-war between monetary easing and rising business uncertainty is set to intensify.
5 min read | July 2019
Emerging Markets
For video surveillance companies in China, we believe there are a few ways to increase sales growth momentum: the first is to expand the market from video surveillance to the more broad-based security product market by providing access control, intruder alarm systems and physical security and other security-related products and services.
2 min read | July 2019
Economics
The ongoing and escalating US-China trade friction is no doubt negative for the world economy.
2 min read | June 2019
Central Banks
The downward pressure on the renminbi since last June is a function of market sentiment rather than the trade dispute, with the slowing of China's growth last year driven entirely by domestic factors.
5 min read | June 2019
Economics
5 min read | June 2019