Focused Thinking

Economics

Economics

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

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Economics

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

Economics

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

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Economics

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

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Economics

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

What are Biden's plans for growth this year?

22 min podcast | April 2021

Economics

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

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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

Economics

Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021

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Economics

Fireside Chats – The Wonder Down Under: Lessons on life without Covid-19

What can we learn from Australia and New Zealand on life without Covid-19.

31 min podcast | February 2021

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Central Banks

India Budget: In Fiscal Activism, India Takes a Chance on Growth

With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.

27 min podcast | February 2021

Economics

US: Domestic Priorities for the Biden Administration in 2021

Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities

5 min read | January 2021

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Economics

Fireside Chats - UK Insights: Will the UK be the underdog story of 2021?

Will the vaccine rollout result in the comeback story of 2021?

40 min podcast | January 2021

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