Focused Thinking

Economics

Central Banks

Germany: Here Comes the Recession

We believe Germany is in recession and structural factors such as manufacturing competition from China and an ageing and shrinking workforce will lead to a period of stagnation.

4 min read | September 2024

Economics

China’s increasing role in China+1

As economies diversify their supply chains to mitigate concentration risk, China has itself been busy expanding its manufacturing capabilities overseas.

4 min read | September 2024

Economics

Thematic investing deserves a place in your portfolio

Midstream energy infrastructure, space exploration, electric vehicles and health tech are themes of the future that can potentially enhance absolute returns.

4 min read | July 2024

Central Banks

US government debt is a silent problem until it is not

It is becoming more difficult to reduce the fiscal deficit, as government debt continues to climb and efforts to increase revenue through taxes remain stagnant.

5 min read | July 2024

Economics

Asia is set to embrace protectionism in face of China's overcapacity

Pressure growing across region as West imposes more tariffs on Beijing.

5 min read | July 2024

Central Banks

Central banks and emerging markets push gold sky-high, says World Gold Council

Emerging market buyers have wrested control of the gold market from the West, said Mr. John Reade, Chief Market Strategist, World Gold Council.

4 min read | July 2024

Economics

State governments, private sector to spur India economic growth: V. Anantha Nageswaran

India will see economic growth accelerate over the next decade with increased participation from sub-national governments and the private sector, said the country’s Chief Economic Advisor.

3 min read | July 2024

Economics

Global economic outlook: Charting different courses

Economies around the world are recovering from the pandemic shock at varying tempos.

7 min read | June 2024

Economics

JPX supports markets growth via better dialogue between investors and companies

Recent corporate government reforms and bilingual disclosure requirements could help attract more foreigners to the Japanese equities market, said Hiromi Yamaji, CEO, Japan Exchange Group.

3 min read | June 2024

Economics

Advanced economy debt challenges are serious, says Carmen Reinhart

The combination of higher debt levels with higher interest rates and higher risks including geopolitical risks, is tailor-made for accidents.

3 min read | June 2024

Economics

Asia, led by Japan and India, is a good hunting ground for equities

Japan regaining relevance in the equities market after 30 years of low growth adds to the excitement of Asia. At the same time, India’s economic backdrop and the current environment provide great investment opportunities.

4 min read | June 2024

Economics

As advanced nations fight inflation, China grapples deflation, says Richard Koo

This dynamic is reminiscent of the 1990s, when Japan grappled with deflation while the rest of the world worried about inflation, said Richard Koo, Chief Economist at Nomura Research Institute.

3 min read | June 2024

Economics

Singapore Senior Minister of State Sim Ann on navigating geopolitics

Singapore will develop strategies that align with national interests, said Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and Ministry of National Development of Singapore.

3 min read | June 2024

Economics

Asia's new flying geese

Asia is the main beneficiary of the China-plus-one strategy, led by India, Vietnam and Malaysia, while Mexico is benefiting outside of Asia.

4 min read | June 2024

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