Focused Thinking



Resilience of global M&A

Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?

6 min read | June 2021


How are Supply Constraints Affecting the US Labor Market Recovery?

Taking stock and looking ahead

4 min read | June 2021


Covid-19: India’s second wave is a humanitarian rather than an economic crisis

India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.

2 min read | May 2021


China: How the north/south divide highlights the credit risk disparity

The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.

4 min read | May 2021


Fireside Chats - Asia Insights: Will China’s North-South divide have multiple growth implications?

Outlook on China's North-South divide.

30 min podcast | May 2021


UK Housing Market: Boom or Bust?

An outlook for the UK's housing market, weighing the positives against the negatives

9 min read | April 2021


Fireside Chats: Asia Insights: The surge in India’s Covid-19 cases, and its repercussions…

The surge in Covid-19, and it's impact on India's outlook

34 min podcast | April 2021


Fireside Chats - US Insights: Outlook for infrastructure and fiscal spending

What are Biden's plans for growth this year?

22 min podcast | April 2021


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

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


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


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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