Focused thinking: 4 min read
As the Chinese saying goes, “After endless mountains and rivers that leave doubt whether there ... [Read more]
December 2018
China Outlook 2019: after winter comes spring
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Focused thinking: 2 min read
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
Asia in 2019 – always darkest before the dawn
Focused thinking: 9 min podcast
The Dollar in 2019: Bullish or Bearish?
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: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
November 2018
Oil price slump: A big EM differentiator
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino ... [Read more]
US-Sino trade friction: not all a lose-lose outcome for Asia
Focused thinking: 5 min read
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ ... [Read more]
Getting to know the rule setters: gauging how Asia’s central banks set policy
Focused thinking: 10 min podcast
The macroeconomic outlook in a more challenging market environment
Our balanced view on Asia’s credit markets at the beginning of 2018 has given way ... [Read more]
Overcast with a mix of sun and rain: Asia credit outlook
The 1964 Tokyo Olympics uplifted the Japanese economy but was followed by a recession. Investment ... [Read more]
Will Japan avoid the risks of a post-Olympic slump?
Current account deficits in Indonesia and the Philippines are not necessarily a bad sign; equally ... [Read more]
October 2018
Surplus or deficit: what drives the current account matters
Euroyen bonds offer size and speed for banks seeking regulatory capital. Are more deals on ... [Read more]
Euroyen market delivers swift results