Focused thinking: 3 min read
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
July 2019
Japan: conditions for more BOJ easing and implications
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Focused thinking: 3 min video
Asia mid-year equities outlook 2019
Focused thinking: 2 min read
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?
Focused thinking: 4 min read
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019
Focused thinking: 3 min podcast
Damocles update: Who is at risk?
For video surveillance companies in China, we believe there are a few ways to increase ... [Read more]
China video surveillance: Secure ground in the homeland
The ongoing and escalating US-China trade friction is no doubt negative for the world economy. ... [Read more]
June 2019
US-China trade diversion: Who benefits?
Focused thinking: 5 min read
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
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The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
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AI is predicted to add USD15.7 trillion to global GDP by 2030. While North America ... [Read more]
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Our main scenario is that recession and additional policy response will be avoided ... [Read more]
Japanese economy to remain at low ebb