Focused thinking: 3 min read
January 2021
US: 2021 Economic Outlook: Searching for normal
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Focused thinking: 4 min read
The still-raging pandemic produced a unique recession in 2020, but what does the future hold? ... [Read more]
December 2020
2021 Global Economic Outlook - A topsy-turvy recovery
Focused thinking: 17 min video
2021 Equities Outlook: ...it is more about 2022
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We are overall quite positive on the outlook for Asia in 2021, with an above ... [Read more]
Asia Outlook 2021 – Bracing for reflation
Focused thinking: 37 min podcast
Fireside Chats: ESG Insights – ESG’s star performance in 2020, its role in bank capital issuance, & what’s next?
Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing ... [Read more]
Can you put a price on pollution?
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy. ... [Read more]
Thailand: The economic fallout of political protests – this time is no different
Analysis of the rapid growth in 20 EM central bank balance sheets and show how ... [Read more]
November 2020
Emerging markets’ quantitative easing amid rising investor discrimination
Focused thinking: 10 min read
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s ... [Read more]
Asia under Bidenomics
Focused thinking: 7 min read
The global pandemic and increasing severity of climate change are redefining how risks are managed ... [Read more]
Highlights from Nomura ESG conference 2020
Focused thinking: 31 min podcast
Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?
Focused thinking: 2 min read
Companies overcoming cash flow issues caused by the pandemic may have to curb capex due ... [Read more]
Japan: Side effects of support measures for corporations