Focused thinking: 3 min video
April 2018
What is fuelling trade in global emerging markets?
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How is technology transforming global emerging markets?
Focused thinking: 1 min read
38 countries ultimately exposed. ... [Read more]
Who would bear the brunt of increased US protectionism?
Focused thinking: 3 min read
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: 2 min read
We expect M2 growth to rebound over the next one to two quarters, mainly driven ... [Read more]
China: Beyond falling M2 growth
Focused thinking: 6 min read
Outbound M&A from Japanese companies is growing and could be a beacon in a volatile ... [Read more]
Japanese cross-border M&A takes off
Focused thinking: 2 min video
February 2018
Global Emerging Markets Seminar 2018
The National Pension Service (NPS) is Korea’s social security reserve fund. It was created in ... [Read more]
Time for the National Pension Service to escape “home bias”
Focused thinking: 4 min podcast
January 2018
Global Economic Outlook 2018
December 2017
Outlook 2018: US
Economics: We expect Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and ... [Read more]
Asia Economic Outlook 2018
Focused thinking: 5 min video
Outlook 2018: Asia