Focused Thinking
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
Economics
The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.
7 min read | November 2020
Volatility
How are FX markets dealing with the recent volatility?
3 min podcast | November 2020
Economics
Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt
2 min read | November 2020
Economics
If Biden wins in November, he is likely to usher in a new set of US economic objectives and policies.
4 min read | September 2020
Economics
Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in different ways. But retailing – almost universally across developed markets – has rebounded at a far quicker pace.
3 min read | September 2020
Central Banks
Will the European Central Bank follow in the Fed’s footsteps and implement average inflation targeting?
5 min read | September 2020
Geopolitics
We look at 6 ways that COVID-19 has helped address key issues in climate change.
4 min read | August 2020
Economics
The tide of deglobalization is reshoring and gathering momentum, who is set to benefit?
3 min read | August 2020
Economics
Have Governments and Investors reached their limits?
21 min podcast | August 2020
Central Banks
The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.
29 min video | August 2020
Economics
Will Climate Change, food security and social life return to a new normal?
34 min podcast | August 2020
Geopolitics
For economies to stay afloat, historic amounts of fiscal and economic stimulus have been provided, but how will this sovereign debt be repaid?
2 min read | August 2020
Central Banks
The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.
3 min read | July 2020