Focused thinking: 3 min video
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
December 2018
Focused thinking: 7 min video
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino ... [Read more]
November 2018
Focused thinking: 2 min video
As we approach 2019, we see a slowdown in economic growth rates across the region ... [Read more]
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
February 2019
Five market moving events that should be on your radar
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Focused thinking: 2 min read
Out of the limited number of options available, what method can the BOJ use? ... [Read more]
How will BOJ respond to calls for more easing?
Focused thinking: 1 min read
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
January 2019
RBA growth downgrades are coming: is Australia’s luck running out?
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
Japan outlook 2019: gradual economic slowdown to continue
Focused thinking: 1 min video
India outlook 2019: elephant to lose stamina
Korea outlook 2019: expect a counter-cyclical BOK policy
ASEAN outlook 2019: split into two camps
Focused thinking: 4 min video
China outlook 2019: after winter comes spring
Focused thinking: 9 min podcast
The Dollar in 2019: Bullish or Bearish?
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
Focused thinking: 4 min read
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