Focused thinking: 6 min read
We argue that there are several fundamental forces that are driving a ‘de-globalisation’ of the ... [Read more]
February 2019
Globalisation: Stalling or reversing?
Share this article:
Focused thinking: 2 min read
Out of the limited number of options available, what method can the BOJ use? ... [Read more]
How will BOJ respond to calls for more easing?
Focused thinking: 1 min read
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
January 2019
RBA growth downgrades are coming: is Australia’s luck running out?
Case study: 2 min read
Asian M&A shows no sign of abating — even despite the fluctuating geopolitical environment. As ... [Read more]
Spearheading game-changing East-West M&A deals as Asia’s leading investment bank
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
Japan outlook 2019: gradual economic slowdown to continue
Focused thinking: 4 min read
Due to various macro and micro issues (US-China trade war, US fed aggressive rate hike ... [Read more]
APAC technology: is there light at the end of the tunnel?
Focused thinking: 1 min video
December 2018
Asia FX and rates outlook 2019
Despite a difficult year, investors remain keen to use alternative risk premia strategies. However, current ... [Read more]
New directions: diversification of alternative risk premia strategies
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
November 2018
Oil price slump: A big EM differentiator
Focused thinking: 7 min video
US-Sino trade friction: not all a lose-lose outcome for Asia
Focused thinking: 5 min read
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ ... [Read more]
Getting to know the rule setters: gauging how Asia’s central banks set policy
How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s ... [Read more]
How X-Elio completed Japan’s largest solar sale