Focused thinking: 17 min video
January 2020
Global economic outlook 2020: On shaky foundations
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Focused thinking: 1 min read
How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery? ... [Read more]
UK Outlook 2020
Focused thinking: 2 min video
Brexit & FX Outlook 2020
November 2019
India: A difficult climb ahead
October 2019
Indonesia: The return of fiscal conservatism
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
Risk of BOJ taking rates further into negative territory and investment strategies
Focused thinking: 3 min read
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
July 2019
Japan: conditions for more BOJ easing and implications
Focused thinking: 3 min video
Asia mid-year equities outlook 2019
Focused thinking: 2 min read
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?
Focused thinking: 4 min read
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
June 2019
NIFA featured article - Will the renminbi crack seven?
The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter