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In a time of global economic and political uncertainty, Japan’s relative stability stands out. After ... [Read more]
March 2018
Japanese cross-border M&A takes off
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Focused thinking: 1 min video
February 2018
Global Emerging Markets Seminar 2018
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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”
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December 2017
Outlook 2018: US
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A forecast of Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and ... [Read more]
Asia Economic Outlook 2018
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Outlook 2018: Asia
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Asian central banks are yet to follow the Fed’s rate hiking cycles even though many ... [Read more]
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Oil price moves: A big EM differentiator
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Rising interest rates present challenges for both investors and corporates. However, there are a variety ... [Read more]
Get ready for rising rates
Over the past 30 years real interest rates in the UK and other developed economies ... [Read more]
September 2017
Will UK housing continue to stand tall or fall?