Focused thinking: 9 min podcast
October 2018
With the global economic slowdown, what are the risks and are there reasons to be quietly cautious?
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Focused thinking: 3 min read
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
Five market moving events that should be on your radar
Focused thinking: 18 min podcast
Will we have a Brexit deal agreed soon, Italy's growth outlook and what lies ahead for US-China trade wars?
Case study: 1 min read
As mainstream markets evolve, structured products that focus on volatility are becoming more central to ... [Read more]
September 2018
In the hunt for yield where are the new sources of volatility?
Focused thinking: 2 min read
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
Thailand: a fragile investment cycle
Focused thinking: 4 min read
How will hosting the 2020 Olympics affect Japan?
Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
Damocles: Our early warning indicator of exchange rate crises
Focused thinking: 6 min podcast
August 2018
Key investment themes: Darker clouds appearing
Issuance hit a record high in 2017 and conditions remain supportive for new issues. ... [Read more]
Why global bonds are still attractive to Japanese issuers
Focused thinking: 4 min video
July 2018
Asia growth slowdown: six reasons why a growth slowdown lies ahead
TEST Over time, DEFCON has seeped into the public lexicon where it’s been used to ... [Read more]
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
After decades of double-digit growth, China’s macroeconomic slowdown to more sustainable levels continues to be ... [Read more]
June 2018
No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability