Focused Thinking
Economics
The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.
5 min read | October 2024
Economics
After a year of low underlying inflation, there is both scope and a need for policy recalibration
2 min read | October 2024
Economics
The shift by local governments from “helping hands” to “grabbing hands” should be taken seriously.
4 min read | September 2024
Central Banks
We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.
6 min read | September 2024
Economics
As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.
4 min read | September 2024
Central Banks
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
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
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
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
Pressure growing across region as West imposes more tariffs on Beijing.
5 min read | July 2024
Central Banks
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
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
Economies around the world are recovering from the pandemic shock at varying tempos.
7 min read | June 2024
Economics
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