Focused Thinking
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?
Central Banks
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
Economics
Looking into 2022 - what to expect
60 min video | December 2021
Economics
Four countries – Egypt, Romania, Turkey and Sri Lanka – are currently at risk of a currency crisis with Damocles scores above 100.
3 min read | November 2021
Economics
Tax reforms are expected to improve the government’s overall fiscal position, but does not address some longer term issues such as a high VAT coverage threshold.
3 min read | November 2021
Economics
The endgame of Covid-19 leaves economists in a challenging position when making long-term forecasts. In many ways, the outlook is more complicated now than it was at the onset of the pandemic.
5 min read | November 2021
Emerging Markets
In this Macrobrew@Nomura session we discuss China's outlook.
60 min video | October 2021
Economics
We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.
2 min read | September 2021
Emerging Markets
An outlook for the Philippines amid the latest Covid-19 wave, with guest speaker Benjamin Diokno, BSP Governor.
60 min video | September 2021
Central Banks
The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.
2 min read | August 2021
Emerging Markets
Our TRIPTracker index indicates there's still a long way to go before tourist arrivals to Thailand recover.
3 min read | July 2021
Economics
Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.
2 min read | June 2021
Economics
Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.
2 min read | June 2021
Emerging Markets
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
2 min read | June 2021
Emerging Markets
The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.
2 min read | June 2021