Focused thinking: 3 min video | July 2019

Asia mid-year equities outlook 2019

Focused thinking: 2 min read | July 2019

Are the major central banks trapped?

The policy reaction function of many of the ... [Read more]

Focused thinking: 3 min podcast | July 2019

Damocles update: Who is at risk?

Damocles is based on a noise-to-signals approach in ... [Read more]

Focused thinking: 1 min read | June 2019

Highlights from Nomura Investment Forum Asia 2019

Focused thinking: 2 min video | April 2019

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

Focused thinking: 1 min read | January 2019

RBA growth downgrades are coming: is Australia’s luck running out?

Many are wondering whether Australia’s luck is running ... [Read more]

Focused thinking: 1 min video | December 2018

Asia FX and rates outlook 2019

Focused thinking: 3 min video | December 2018

Asia in 2019: always darkest before the dawn

Focused thinking: 7 min video | November 2018

US-Sino trade friction: not all a lose-lose outcome for Asia

Focused thinking: 4 min read | November 2018

Overcast with a mix of sun and rain: Asia credit outlook

Our balanced view on Asia’s credit markets at ... [Read more]

Focused thinking: 2 min read | September 2018

Thailand: a fragile investment cycle

The ongoing investment recovery in Thailand is likely ... [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 | December 2017

Asia Economic Outlook 2018

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

Focused thinking: 3 min read | August 2017

The tranquil path of Asian inflation

In their recent ‘Asia Special Report’, our economists ... [Read more]