Focused Thinking
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
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