Focused thinking: 5 min read
Absence of clear standards makes analyzing the financial risk differential between green and brown assets ... [Read more]
December 2020
Classification of Risks Is Key to Tackling Climate Change
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Focused thinking: 3 min read
Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing ... [Read more]
Can you put a price on pollution?
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy. ... [Read more]
Thailand: The economic fallout of political protests – this time is no different
Will the UK be able to vaccinate itself against a weakening economy? ... [Read more]
November 2020
How the UK Economy is fast becoming the runt of the G10 litter?
Focused thinking: 33 min video
Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.
Analysis of the rapid growth in 20 EM central bank balance sheets and show how ... [Read more]
Emerging markets’ quantitative easing amid rising investor discrimination
Focused thinking: 34 min video
Fireside Chats – Asia Insights: How do the Thai protests tie into the Thai economy?
Focused thinking: 10 min read
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s ... [Read more]
Asia under Bidenomics
Focused thinking: 7 min read
The global pandemic and increasing severity of climate change are redefining how risks are managed ... [Read more]
Highlights from Nomura ESG conference 2020
Focused thinking: 23 min podcast
Fireside Chats – FX Insights: USD and CNY, how are 2 sides of different coins dealing with recent volatility?
Focused thinking: 31 min podcast
Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?
Focused thinking: 2 min read
Companies overcoming cash flow issues caused by the pandemic may have to curb capex due ... [Read more]
Japan: Side effects of support measures for corporations