Focused Thinking
Volatility
Apart from Brexit, US-China trade talks, and the potential for Fed cuts, one of the big themes of 2019 thus far has been the surprising state of market volatility.
9 min video | April 2019
Economics
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.
2 min read | April 2019
Economics
While household debt outstrips incomes across the country, is the UK unusual among its peers?
2 min read | April 2019
Central Banks
2 min video | April 2019
Economics
Is good economics also good politics? It could be argued that the experience of the past two decades suggests an inverted-U (a frown) relationship between the degree of populism and the electoral success.
2 min read | March 2019
Technology
From its inception a decade ago, blockchain is now one of the most disruptive technologies in the modern digital economy and is on the verge of impacting many industries.
5 min read | March 2019
Emerging Markets
ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next 10 years.
2 min read | February 2019
Volatility
We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy maker ammunition may trigger more unconventional policies
1 min read | February 2019
Volatility
Our European Outlook looks at what will drive recovery in Europe in 2019.
3 min video | February 2019
Volatility
Our UK 2019 outlook looks at how the UK still remains attractive to international investors despite Brexit uncertainty.
1 min read | February 2019
Central Banks
Out of the limited number of options available, what method can the BOJ use?
2 min read | February 2019
Central Banks
The recovery in Japan's economic activity is still rolling on, but the growth momentum is likely to weaken
2 min read | January 2019
Central Banks
Lower oil prices have created a positive environment for India, but we are downbeat on the economic outlook as we expect the economy to transition from a growth sweet-spot in 2018 to a soft patch in 2019. India economic outlook 2019.
1 min video | December 2018
Economics
We believe Korea’s economic cycle will enter and remain in a contraction phase in 2019-20, as we expect real GDP growth to slow from 2.7% in 2018 to 2.5% in 2019 and further to 2.3% in 2020 – below our estimate of the economy’s potential growth of 2.8%. More on our Korea Outlook here.
2 min video | December 2018