Focused thinking: 2 min read
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
December 2018
Asia in 2019 – always darkest before the dawn
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Focused thinking: 9 min podcast
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
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino ... [Read more]
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?
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
Focused thinking: 4 min video
July 2018
Asia growth slowdown: six reasons why a growth slowdown lies ahead