Focused thinking: 3 min read
The 1964 Tokyo Olympics uplifted the Japanese economy but was followed by a recession. Investment ... [Read more]
November 2018
Will Japan avoid the risks of a post-Olympic slump?
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Focused thinking: 4 min read
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
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 friction?
Focused thinking: 9 min podcast
September 2018
With the global economic slowdown, what are the risks and are there reasons to be quietly cautious?
Case study: 1 min read
As mainstream markets evolve, structured products that focus on volatility are becoming more central to ... [Read more]
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
We expect the 2020 Tokyo Olympics to inject ¥1.8trn into the economy, with an estimated ... [Read more]
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