The pandemic has spurred a reset in values regarding social and environmental stewardship.
4 min read | April 2021
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.
2 min read | January 2021
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?