Focused thinking: 3 min read | September 2018

Damocles: Our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency ... [Read more]

Focused thinking: 2 min read | August 2018

Deciphering EM rate expectations

What are some of the patterns in Asia ... [Read more]

Focused thinking: 3 min video | June 2018

Why market volatility is inevitable

Focused thinking: 1 min read | May 2018

Higher oil prices drive EM divergence

A continued rise in oil prices would divide ... [Read more]

Focused thinking: 4 min read | April 2018

Where are the risks in an EM snapback?

Four potential events this year could lead to ... [Read more]

Focused thinking: 1 min read | April 2018

Who would bear the brunt of increased US protectionism?

38 countries ultimately exposed. ... [Read more]

Focused thinking: 1 min video | February 2018

Global Emerging Markets Seminar 2018

Focused thinking: 1 min video | November 2017

Eddie Jones: laser-sharp focus

Focused thinking: 2 min video | November 2017

Megatrends Conference 2017

Focused thinking: 6 min podcast | October 2017

The inflation battle: Amazon vs the dollar

Subdued inflation across the major economies has been puzzling economists for many years ... [Read more]

Focused thinking: 3 min read | August 2017

Why is the US dollar at the start of a multi-year downtrend?

Since it was allowed to flow freely in the 1970s, the US dollar ... [Read more]