Focused thinking: 2 min read
M2 growth has fallen sharply in China since mid-2016 and has recently recorded consecutive record ... [Read more]
March 2018
China: beyond falling M2 growth
Share this article:
Focused thinking: 6 min read
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
Focused thinking: 1 min read
A forecast of Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and ... [Read more]
December 2017
Asia Economic Outlook 2018
Rising interest rates present challenges for both investors and corporates. However, there are a variety ... [Read more]
November 2017
Get ready for rising rates
Over the past 30 years real interest rates in the UK and other developed economies ... [Read more]
September 2017
Will UK housing continue to stand tall or fall?
Focused thinking: 3 min read
The expansion of shadow banking in China was driven by banks' risk appetite to pursue ... [Read more]
China: coming out of the shadows
Using Confucius' theory of human life stages, we compare stages of economic development of India ... [Read more]
China equity strategy: Add Japan and India to our comparative study
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
August 2017
The tranquil path of Asian inflation
Focused thinking: 11 min podcast
Are striving tiger cubs the next phase of flying geese?
Focused thinking: 4 min read
Since mid-2016, the FinTech industry in China has gone through its early stage hype to ... [Read more]
May 2017
China FinTech: from exuberance to execution
Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between ... [Read more]
January 2017
Deal-contingent hedging: a flexible way to mitigate risk