Focused thinking: 4 min video
December 2018
China outlook 2019: after winter comes spring
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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
Focused thinking: 5 min read
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ ... [Read more]
Getting to know the rule setters: gauging how Asia’s central banks set policy
Focused thinking: 4 min read
Current account deficits in Indonesia and the Philippines are not necessarily a bad sign; equally ... [Read more]
October 2018
Surplus or deficit: what drives the current account matters
Euroyen bonds offer size and speed for banks seeking regulatory capital. Are more deals on ... [Read more]
Euroyen market delivers swift results
Case study: 1 min read
As mainstream markets evolve, structured products that focus on volatility are becoming more central to ... [Read more]
September 2018
In the hunt for yield where are the new sources of volatility?
Focused thinking: 2 min read
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
Thailand: a fragile investment cycle
Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
Damocles: our early warning indicator of exchange rate crises
Issuance hit a record high in 2017 and conditions remain supportive for new issues. ... [Read more]
August 2018
Why global bonds are still attractive to Japanese issuers
What are some of the patterns in Asia with regards to fixing and policy rates ... [Read more]
Deciphering EM rate expectations