Focused Thinking

Economics

Economics

Advanced economy debt challenges are serious, says Carmen Reinhart

The combination of higher debt levels with higher interest rates and higher risks including geopolitical risks, is tailor-made for accidents.

3 min read | June 2024

Economics

Asia, led by Japan and India, is a good hunting ground for equities

Japan regaining relevance in the equities market after 30 years of low growth adds to the excitement of Asia. At the same time, India’s economic backdrop and the current environment provide great investment opportunities.

4 min read | June 2024

Economics

As advanced nations fight inflation, China grapples deflation, says Richard Koo

This dynamic is reminiscent of the 1990s, when Japan grappled with deflation while the rest of the world worried about inflation, said Richard Koo, Chief Economist at Nomura Research Institute.

3 min read | June 2024

Economics

Singapore Senior Minister of State Sim Ann on navigating geopolitics

Singapore will develop strategies that align with national interests, said Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and Ministry of National Development of Singapore.

3 min read | June 2024

Economics

Asia's new flying geese

Asia is the main beneficiary of the China-plus-one strategy, led by India, Vietnam and Malaysia, while Mexico is benefiting outside of Asia.

4 min read | June 2024

Economics

Private credit can provide the most compelling opportunities in Asia

Investor interest in private credit in Asia has grown substantially over the last couple of years and private credit providers with an integrated and holistic offering, and ability to serve clients across jurisdictions and their credit lifecycle, will have an edge.

4 min read | May 2024

Economics

Asia Economic Monthly: China taps Asian demand

Asia is importing more from but exporting less to China.

3 min read | May 2024

Economics

The great reshuffle in global supply chains

Assessing China’s hidden trade with America.

3 min read | May 2024

Economics

US Economy: The Immigration Enigma

Higher immigration does not fully account for recent labor market resilience

2 min read | May 2024

Economics

Indian opportunities spice up Japanese corporate growth strategies

India is highly complementary to Japan in view of its rapid economic growth and rich talent pool.

3 min read | April 2024

Economics

Asia Economic Monthly: Asia’s growth kaleidoscope

Don’t paint the entire region with the same brush. Growth divergence is likely, based on cyclical and structural outlooks.

4 min read | April 2024

Economics

Repacks Rebooted: Insurers Turn to Structured Notes for Alpha

Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers

3 min read | March 2024

Economics

Asia Economic Monthly: Deciphering Asia’s capex cycles and trends

Leading indicators point to a cyclical improvement in the open economies, but we expect higher investment trends in India, the Philippines and Indonesia.

4 min read | March 2024

Economics

Swiftonomics: The economic power of superstar concerts

The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.

4 min read | March 2024

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