Focused Thinking
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Economics
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020
Economics
Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing, but how does it work?
3 min read | December 2020
Central Banks
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
3 min read | December 2020
Economics
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
Economics
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.
10 min read | November 2020
Economics
The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.
7 min read | November 2020
Economics
Our US Economics team on what to make of the US election results.
31 min podcast | November 2020
Economics
Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt
2 min read | November 2020
Economics
With less than a week till Election Day, we've highlighted the key policies, swing states, probabilities, events and more to keep in mind.
3 min read | October 2020
Economics
Our European Economics team, discuss the key lessons to be learnt from new Covid-19 outbreaks.
3 min podcast | October 2020
Economics
We talk with Robert Dent, from our US economics team, on the outlook for the US after the first TV debate.
17 min podcast | October 2020
Economics
In this webinar, we discuss recent major developments in Indonesia including lockdown measures re-imposed in Jakarta.
56 min video | September 2020