Focused thinking: 2 min video
December 2018
Korea outlook 2019: expect a counter-cyclical BOK policy
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Focused thinking: 3 min video
Asia in 2019: always darkest before the dawn
Focused thinking: 7 min video
November 2018
US-Sino trade friction: not all a lose-lose outcome for Asia
Focused thinking: 4 min read
Our balanced view on Asia’s credit markets at the beginning of 2018 has given way ... [Read more]
Overcast with a mix of sun and rain: Asia credit outlook
Focused thinking: 2 min read
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
September 2018
Thailand: a fragile investment cycle
Focused thinking: 3 min read
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
June 2018
Highlights from Nomura Investment Forum Asia 2018
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
BRI should deliver an economic win-win for China and the countries it covers; China will ... [Read more]
April 2018
The Belt and Road Initiative: globalization, China style
Despite a number of challenging setbacks this year, India looks like it is now positioned ... [Read more]
March 2018
Deleveraging in a political milieu: Asia’s elephant faces a pivotal year
Focused thinking: 1 min video
February 2018
Global Emerging Markets Seminar 2018