Focused thinking: 3 min video
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
December 2018
Focused thinking: 7 min video
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino ... [Read more]
November 2018
Focused thinking: 2 min video
As we approach 2019, we see a slowdown in economic growth rates across the region ... [Read more]
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
Focused thinking: 1 min read
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
January 2019
RBA growth downgrades are coming: is Australia’s luck running out?
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Focused thinking: 2 min read
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
Japan outlook 2019: gradual economic slowdown to continue
Focused thinking: 1 min video
Asia FX and rates outlook 2019
Focused thinking: 9 min podcast
The Dollar in 2019: Bullish or Bearish?
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?
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
Thailand: a fragile investment cycle
Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
Damocles: our early warning indicator of exchange rate crises
Focused thinking: 6 min podcast
August 2018
Key investment themes: Darker clouds appearing
What are some of the patterns in Asia with regards to fixing and policy rates ... [Read more]
Deciphering EM rate expectations