Focused thinking: 2 min read
The first wave of global disinflation came from the globalization of trade. The world is ... [Read more]
June 2018
Digital disinflation: a powerful force taking off in emerging markets
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Focused thinking: 4 min read
Central and Eastern Europe has been a manufacturing hub for the rest of the continent ... [Read more]
From the factory to the lab: Central and Eastern Europe’s innovation push
Focused thinking: 6 min read
As China’s labour-intensive manufacturing industries fan out across the wider region and local firms flex ... [Read more]
ASEAN: One body, many faces
Focused thinking: 3 min read
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
Focused thinking: 1 min read
A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic ... [Read more]
Higher oil prices drive EM divergence
BRI should deliver an economic win-win for China and the countries it covers; China will ... [Read more]
April 2018
The Belt and Road Initiative: globalization, China style
Four potential events this year could lead to an emerging markets pricing snapback: a US ... [Read more]
Where are the risks in an EM snapback?
In this study, our economists assess the impact of US trade protectionism, centering on China ... [Read more]
Who would bear the brunt of increased US protectionism?
Despite a number of challenging setbacks this year, India looks like it is now positioned ... [Read more]
March 2018
Deleveraging in a political milieu: Asia’s elephant faces a pivotal year
M2 growth has fallen sharply in China since mid-2016 and has recently recorded consecutive record ... [Read more]
China: beyond falling M2 growth
In a time of global economic and political uncertainty, Japan’s relative stability stands out. After ... [Read more]
Japanese cross-border M&A takes off