Focused thinking: 2 min video
December 2018
Korea outlook 2019: expect a counter-cyclical BOK policy
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ASEAN outlook 2019: split into two camps
Focused thinking: 14 min podcast
Global market predictions for 2019: The 9 grey swans.
Focused thinking: 4 min video
China outlook 2019: after winter comes spring
Focused thinking: 3 min video
Asia in 2019: always darkest before the dawn
Focused thinking: 9 min podcast
The Dollar in 2019: Bullish or Bearish?
Case study: 1 min read
Despite a difficult year, investors remain keen to use alternative risk premia strategies. However, current ... [Read more]
New directions: diversification of alternative risk premia strategies
Focused thinking: 1 min read
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
November 2018
Oil price slump: A big EM differentiator
Focused thinking: 7 min video
US-Sino trade friction: not all a lose-lose outcome for Asia
Focused thinking: 5 min read
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ ... [Read more]
Getting to know the rule setters: gauging how Asia’s central banks set policy
Focused thinking: 10 min podcast
The macroeconomic outlook in a more challenging market environment