Focused thinking: 2 min video
December 2018
Korea outlook 2019: expect a counter-cyclical BOK policy
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ASEAN outlook 2019: split into two camps
Focused thinking: 4 min video
China outlook 2019: after winter comes spring
Focused thinking: 3 min video
Asia in 2019: always darkest before the dawn
Focused thinking: 9 min podcast
The Dollar in 2019: Bullish or Bearish?
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
November 2018
Oil price slump: A big EM differentiator
Focused thinking: 7 min video
US-Sino trade friction: not all a lose-lose outcome for Asia
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
The 1964 Tokyo Olympics uplifted the Japanese economy but was followed by a recession. Investment ... [Read more]
Will Japan avoid the risks of a post-Olympic slump?
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