Focused thinking: 3 min read
Our main scenario is that recession and additional policy response will be avoided ... [Read more]
June 2019
Japanese economy to remain at low ebb
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Focused thinking: 2 min read
We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]
May 2019
What drives the oil price rise matters
In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]
April 2019
China home appliances: Structural positives, near-term challenges
Focused thinking: 9 min video
Low volatility, but can it last?
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus ... [Read more]
Chinese hog cycle and inflation
While household debt outstrips incomes across the country, is the UK unusual among its peers? ... [Read more]
What does rising household debt mean for the UK economy?
Is good economics also good politics? It could be argued that the experience of the ... [Read more]
March 2019
India: the 'frown curve' – why politics and economics don’t always smile
Focused thinking: 5 min read
From its inception a decade ago, blockchain is now one of the most disruptive technologies ... [Read more]
Demystifying blockchain technology: what you need to know
ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next ... [Read more]
February 2019
ASEAN internet: Opening up the mobile wallet
Focused thinking: 6 min read
We argue that there are several fundamental forces that are driving a ‘de-globalisation’ of the ... [Read more]
Globalisation: Stalling or reversing?
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?