Focused thinking: 27 min podcast | February 2021

India Budget: In fiscal activism, India takes a chance on growth

With the return of fiscal activism, the baton ... [Read more]

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: 4 min read | September 2020

Economic policy under a Biden administration

If Biden wins in November, he is likely ... [Read more]

Focused thinking: 4 min read | June 2020

Nomura Investment Forum Asia: Covid-19 will reshape global auto industry

As with most other industries, the lockdowns imposed ... [Read more]

Focused thinking: 3 min read | June 2020

Nomura Investment Forum Asia: Asia healthcare post Covid-19

Unsurprisingly, the hospital sector is one of the ... [Read more]

Focused thinking: 17 min video | January 2020

Global economic outlook 2020: On shaky foundations

Focused thinking: 2 min video | November 2019

India: A difficult climb ahead

Focused thinking: 1 min video | December 2018

India outlook 2019: elephant to lose stamina

Focused thinking: 3 min video | December 2018

Asia in 2019: always darkest before the dawn

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]

Focused thinking: 3 min read | March 2018

Deleveraging in a political milieu: Asia’s elephant faces a pivotal year

Despite a number of challenging setbacks this year ... [Read more]

Focused thinking: 1 min read | December 2017

Asia Economic Outlook 2018

A forecast of Asia’s sweet spot of solid ... [Read more]