Focused thinking: 6 min read | December 2020

Asia Outlook 2021 – Bracing for reflation

We are overall quite positive on the outlook ... [Read more]

Focused thinking: 2 min video | April 2019

Australia in 2019: soft growth, falling house prices and RBA rate cuts

Focused thinking: 4 min read | October 2018

Surplus or deficit: what drives the current account matters

Current account deficits in Indonesia and the Philippines ... [Read more]