Focused Thinking

Economics

Economics

China: We see no fiscal cliff in 2021

With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.

2 min read | April 2021

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Central Banks

Fireside Chats - BoJ and ECB Strategy Review: A New Direction?

How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?

43 min podcast | March 2021

Economics

Japan begins discussions on carbon pricing framework

Carbon pricing in Japan could focus on policy mix involving carbon tax, emissions trading, subsidies

3 min read | March 2021

Economics

Damocles: Our early warning indicator of EM exchange rate crises

Two countries – Egypt and Turkey – are currently at risk of a currency crisis with Romania coming close behind, just under the 100 threshold.

3 min read | February 2021

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Economics

Fireside Chats – The Wonder Down Under: Lessons on life without Covid-19

What can we learn from Australia and New Zealand on life without Covid-19.

31 min podcast | February 2021

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Central Banks

India Budget: In fiscal activism, India takes a chance on growth

27 min podcast | February 2021

Economics

US: Domestic Priorities for the Biden Administration in 2021

Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities

5 min read | January 2021

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Economics

Fireside Chats - UK Insights: Will the UK be the underdog story of 2021?

Will the vaccine rollout result in the comeback story of 2021?

40 min podcast | January 2021

Economics

Biden’s Green Shift and its Impact on Asia

A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?

3 min read | January 2021

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Economics

Fireside Chats - US Outlook: New Year, new President, new America?

What does 2021 hold for the USA?

3 min podcast | January 2021

Economics

US: 2021 Economic Outlook: Searching for normal

3 min read | January 2021

Economics

2021 Global Economic Outlook - A topsy-turvy recovery

The still-raging pandemic produced a unique recession in 2020, but what does the future hold?

4 min read | December 2020

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