Focused Thinking
Emerging Markets
Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.
2 min read | January 2021
Economics
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
Economics
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Sustainability
ASEAN countries have made significant advances in reducing poverty and improving human development but improvements in gender equality and social mobility have been slow.
4 min read | December 2020
Emerging Markets
What will 2021 mean for Asia's outlook?
30 min podcast | December 2020
Technology
Dual circulation strategy is a combination of import substitution and domestic demand expansion. It seems to be a natural growth strategy for China.
2 min read | December 2020
Volatility
What will 2021 mean for FX markets?
28 min podcast | December 2020
Economics
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020
Central Banks
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
3 min read | December 2020
Emerging Markets
Is China becoming more self-sufficient?
3 min video | November 2020
Economics
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
Emerging Markets
How much of an impact are the recent protests having on the Thai Economy?
34 min video | November 2020