Focused thinking: 1 min read
In this study, our economists assess the impact of US trade protectionism, centering on China ... [Read more]
April 2018
Who would bear the brunt of increased US protectionism?
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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
M2 growth has fallen sharply in China since mid-2016 and has recently recorded consecutive record ... [Read more]
China: beyond falling M2 growth
Focused thinking: 6 min read
In a time of global economic and political uncertainty, Japan’s relative stability stands out. After ... [Read more]
Japanese cross-border M&A takes off
Focused thinking: 1 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: 2 min video
December 2017
Outlook 2018: US
A forecast of 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
Focused thinking: 7 min podcast
November 2017
Navigating US Tax Reform
Asian central banks are yet to follow the Fed’s rate hiking cycles even though many ... [Read more]
The great decoupling: are Asian central banks breaking from the Fed?
Focused thinking: 4 min podcast
Oil price moves: A big EM differentiator