Taking stock and looking ahead
4 min read | June 2021
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
Outlook on China's North-South divide.
30 min podcast | May 2021
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
The surge in Covid-19, and it's impact on India's outlook
34 min podcast | April 2021
What are Biden's plans for growth this year?
22 min podcast | April 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
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
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
What can we learn from Australia and New Zealand on life without Covid-19.
31 min podcast | February 2021
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021