Focused thinking: 2 min read
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
January 2019
Focused thinking: 1 min video
We believe the performance of Asia FX/local markets over the coming year can be categorized ... [Read more]
December 2018
Focused thinking: 1 min read
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
Focused thinking: 9 min podcast
Many factors have impacted the dollar’s correction - US growth divergence, the Fed’s resolve, the ... [Read more]
Focused thinking: 2 min video
April 2019
Australia in 2019: soft growth, falling house prices and RBA rate cuts
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RBA growth downgrades are coming: is Australia’s luck running out?
Japan outlook 2019: gradual economic slowdown to continue
Asia FX and rates outlook 2019
Focused thinking: 3 min video
Asia in 2019: always darkest before the dawn
The Dollar in 2019: Bullish or Bearish?
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: 10 min podcast
The macroeconomic outlook in a more challenging market environment
Focused thinking: 4 min read
Our balanced view on Asia’s credit markets at the beginning of 2018 has given way ... [Read more]
Overcast with a mix of sun and rain: Asia credit outlook
September 2018
With the global economic slowdown, what are the risks and are there reasons to be quietly cautious?
Case study: 1 min read
As mainstream markets evolve, structured products that focus on volatility are becoming more central to ... [Read more]
In the hunt for yield where are the new sources of volatility?