Focused thinking: 2 min read
Is good economics also good politics? It could be argued that the experience of the ... [Read more]
March 2019
India: the 'frown curve' – why politics and economics don’t always smile
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Out of the limited number of options available, what method can the BOJ use? ... [Read more]
February 2019
How will BOJ respond to calls for more easing?
Focused thinking: 1 min read
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
January 2019
RBA growth downgrades are coming: is Australia’s luck running out?
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
Japan outlook 2019: gradual economic slowdown to continue
Focused thinking: 2 min video
December 2018
Equity markets in 2019: soft power matters
Focused thinking: 1 min video
India outlook 2019: elephant to lose stamina
Korea outlook 2019: expect a counter-cyclical BOK policy
ASEAN outlook 2019: split into two camps
Focused thinking: 4 min video
China outlook 2019: after winter comes spring
Focused thinking: 3 min video
Asia in 2019: always darkest before the dawn
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
November 2018
Oil price slump: A big EM differentiator
Focused thinking: 7 min video
US-Sino trade friction: not all a lose-lose outcome for Asia