Japan in focus
MacroBrew - Japan Insights: Mid-year Macro Strategy Outlook
We discuss the impact of this recent wave of Covid-19 infections.
35 min podcast | May 2021
Focused Thinking
Focused Thinking
Japan in focus
We discuss the impact of this recent wave of Covid-19 infections.
35 min podcast | May 2021
Economics
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
Technology
The Global semi-conductor chip shortage and impact to markets.
26 min podcast | May 2021
Economics
Outlook on China's North-South divide.
30 min podcast | May 2021
Economics
The surge in Covid-19, and it's impact on India's outlook
34 min podcast | April 2021
Central Banks
Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?
65 min podcast | April 2021
Economics
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
Emerging Markets
Outlook for ASEAN economies.
27 min podcast | March 2021
Emerging Markets
Which Emerging Markets are at risk of an exchange rate crisis?
22 min podcast | March 2021
Volatility
We see two key longer-term factors supporting RMB appreciation.
30 min podcast | March 2021
Central Banks
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
Economics
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Central Banks
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Emerging Markets
Why are Asian economies going to be the outperformers of 2021?
3 min podcast | January 2021