Focused Thinking

Emerging Markets

As the axis of global trade shifts, there are new connections that need to be understood. Emerging markets are continuing their path of development and becoming more central to global trade. Which countries will become closer and what are the connections between emerging markets’ progression, risks and opportunities?

Economics

China Investor Forum: When will China’s property sector bottom out?

Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.

4 min read | October 2024

Economics

India: From low inflation to low rates; the RBI is set to pivot

After a year of low underlying inflation, there is both scope and a need for policy recalibration

2 min read | October 2024

Central Banks

China Investor Forum: The Global Economic Outlook

We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.

6 min read | September 2024

Central Banks

Central banks and emerging markets push gold sky-high, says World Gold Council

Emerging market buyers have wrested control of the gold market from the West, said Mr. John Reade, Chief Market Strategist, World Gold Council.

4 min read | July 2024

Economics

The great reshuffle in global supply chains

Assessing China’s hidden trade with America.

3 min read | May 2024

Economics

Indian opportunities spice up Japanese corporate growth strategies

India is highly complementary to Japan in view of its rapid economic growth and rich talent pool.

3 min read | April 2024

Economics

Thailand hospitals poised for further expansion

More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.

2 min read | May 2023

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Our early warning model of EM exchange rate crises shows Egypt, Romania, Sri Lanka, Turkey, Czech Republic, Pakistan and Hungary are at risk

2 min read | November 2022

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Economics

Asia Macro in 30: Macro-financial vulnerabilities in Asia

With weak growth, higher interest rates, a stronger dollar and high leverage making a potent mix, hear from our economists as they discuss macro-financial vulnerabilities in Asia, zooming in on credit stress in South Korea and balance of payments concerns in Indonesia and the Philippines.

30 min podcast | November 2022

Emerging Markets

It Could Be a Different Story for Asian Equities in the Second Half

With a valuation cushion, Asian stocks are relatively insulated from a US stock sell-off

5 min read | June 2022

Emerging Markets

Russian Invasion of Ukraine to Turbocharge Renewables Deals

The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies

2 min read | May 2022

Economics

India: External shocks, stagflation risks and policy trade-offs

Just as India was crawling its way out of the pandemic, the conflict in Europe, a hawkish Fed and China shocks have reignited macro uncertainties.

5 min read | April 2022

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Central Banks

MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election

We discuss impact of Covid-19 and fiscal response, outlook for fiscal sustainability in Korea and likely fiscal policy scenarios after the Presidential Elections.

58 min podcast | February 2022

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Economics

MacroBrew - Asia Outlook 2022: As the Tide Turns

Looking into 2022 - what to expect

60 min video | December 2021

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