Focused Thinking
Economics
We found that a sustained rise in oil prices affects emerging markets more than developed markets, and can drive major differentiation in EM economic performance. In the event that oil prices continue to rise, there are likely to be clear winners and losers in EM.
2 min read | May 2019
Economics
In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.
2 min read | April 2019
Economics
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.
2 min read | April 2019
Economics
While household debt outstrips incomes across the country, is the UK unusual among its peers?
2 min read | April 2019
Central Banks
2 min video | April 2019
Economics
2 min video | March 2019
Economics
On March 8, 2019, some of our top alpha generating analysts came together to share their latest views for the coming 2Q19 quarter in different industries including, energy, transportation, gaming and technology, to name a few.
13 min podcast | March 2019
Economics
Is good economics also good politics? It could be argued that the experience of the past two decades suggests an inverted-U (a frown) relationship between the degree of populism and the electoral success.
2 min read | March 2019
Central Banks
Out of the limited number of options available, what method can the BOJ use?
2 min read | February 2019
Central Banks
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth, tightening financial conditions and falling local house prices.
2 min read | January 2019
Central Banks
The recovery in Japan's economic activity is still rolling on, but the growth momentum is likely to weaken
2 min read | January 2019
Economics
As we approach 2019, we see a slowdown in economic growth rates across the region, but we can also expect some structural changes in the way investors view Asia, such as the China market. Traditionally, investors have looked at China in the context of Asia ex-Japan. However, our projections suggest China will be the biggest component of Asia-Pacific, superseding Japan as the biggest market in the region by 2023. Jim McCafferty, Head of Equity Research AEJ, talks about the forecast of the equity markets in 2019.
2 min video | December 2018
Central Banks
Lower oil prices have created a positive environment for India, but we are downbeat on the economic outlook as we expect the economy to transition from a growth sweet-spot in 2018 to a soft patch in 2019. India economic outlook 2019.
1 min video | December 2018
Economics
We believe Korea’s economic cycle will enter and remain in a contraction phase in 2019-20, as we expect real GDP growth to slow from 2.7% in 2018 to 2.5% in 2019 and further to 2.3% in 2020 – below our estimate of the economy’s potential growth of 2.8%. More on our Korea Outlook here.
2 min video | December 2018