Focused thinking: 2 min read
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
September 2018
Thailand: a fragile investment cycle
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Focused thinking: 3 min read
Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
Damocles: our early warning indicator of exchange rate crises
From the 1950s to the 1990s Japan often found itself in disagreement with the US ... [Read more]
August 2018
What can we learn from the history of trade wars?
Issuance hit a record high in 2017 and conditions remain supportive for new issues. ... [Read more]
Why global bonds are still attractive to Japanese issuers
Case study: 3 min read
Nomura’s structuring apportioned risk between the various counterparties while ensuring that there was a simple ... [Read more]
East meets West: How China’s Geely connected with Volvo Trucks
What are some of the patterns in Asia with regards to fixing and policy rates ... [Read more]
Deciphering EM rate expectations
Artificial Intelligence (particularly machine learning) and big data technology have been widely adopted in the ... [Read more]
July 2018
China FinTech – 2018: survival of the fittest
Focused thinking: 4 min read
The movie WarGames helped introduce the DEFCON system to the public back in 1983 (including ... [Read more]
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
While the first three industrial revolutions transformed our world, the fourth industrial revolution encompasses breakthroughs ... [Read more]
June 2018
Asia Pacific technology: bigger wave of the 4th Industrial Revolution
After decades of double-digit growth, China’s macroeconomic slowdown to more sustainable levels continues to be ... [Read more]
No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability
Focused thinking: 1 min read
Owing to the recent dollar move, we revisit the main drivers and forecasts for LatAm ... [Read more]
What are the five key drivers for Latin America FX in H2 2018?
The first wave of global disinflation came from the globalization of trade. The world is ... [Read more]
Digital disinflation: a powerful force taking off in emerging markets