India’s Chief Economic Advisor is optimistic about the country’s recovery, according to a keynote at the 2023 Nomura Investor Forum Asia.
3 min read | June 2023
“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.
Asia, currently the fastest-growing economic region, has always been a land of opportunity with significant scope for economic development. So the pertinent question is not “why Asia?”, but “why Asia now?”
5 min read | June 2023
In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows.
3 min read | May 2023
In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.
26 min video | May 2023
We expect the Asian exports downcycle to hit its lowest point in Q2, but the shape of recovery is uncertain.
More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.
2 min read | May 2023
In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.
18 min video | April 2023
We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.
47 min video | April 2023
Slower pace of inflation is driven by lower underlying inflation momentum and helped by base effects.
3 min read | April 2023
We present our framework on growth cycles and the intersection between Asia’s inventory and final demand cycles.
2 min read | March 2023
Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.
42 min video | March 2023
With the ECB far from done on raising interest rates and government debt levels higher than they were before the last sovereign debt crisis, this is an issue at the forefront of many investors’ and no doubt central bankers’ minds.
3 min read | March 2023
We raise our 2023 GDP growth projections slightly, but a services-driven recovery in China and the US, and a higher-for-longer Fed are not as positive for Asia.
3 min read | February 2023
