Economics
5 min read | June 2019
Focused Thinking
Focused Thinking
Economics
5 min read | June 2019
Central Banks
The downward pressure on the renminbi since last June is a function of market sentiment rather than the trade dispute, with the slowing of China's growth last year driven entirely by domestic factors.
5 min read | June 2019
Central Banks
The biggest risk currently facing the global economy is the lack of sufficient tools – both fiscal and monetary – available to policymakers to counter another downturn.
4 min read | June 2019
Economics
Our main scenario is that recession and additional policy response will be avoided
3 min read | June 2019
Economics
We found that a sustained rise in oil prices affects emerging markets more than developed markets, and can drive major differentiation in EM economic performance. In the event that oil prices continue to rise, there are likely to be clear winners and losers in EM.
2 min read | May 2019
Economics
In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.
2 min read | April 2019
Volatility
Apart from Brexit, US-China trade talks, and the potential for Fed cuts, one of the big themes of 2019 thus far has been the surprising state of market volatility.
9 min video | April 2019
Economics
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.
2 min read | April 2019
Economics
While household debt outstrips incomes across the country, is the UK unusual among its peers?
2 min read | April 2019
Economics
Is good economics also good politics? It could be argued that the experience of the past two decades suggests an inverted-U (a frown) relationship between the degree of populism and the electoral success.
2 min read | March 2019
Technology
From its inception a decade ago, blockchain is now one of the most disruptive technologies in the modern digital economy and is on the verge of impacting many industries.
5 min read | March 2019
Emerging Markets
ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next 10 years.
2 min read | February 2019
Central Banks
Out of the limited number of options available, what method can the BOJ use?
2 min read | February 2019
Central Banks
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth, tightening financial conditions and falling local house prices.
2 min read | January 2019