Focused Thinking
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
Central Banks
The recovery in Japan's economic activity is still rolling on, but the growth momentum is likely to weaken
2 min read | January 2019
Technology
Due to various macro and micro issues (US-China trade war, US fed aggressive rate hike, sluggish IT demand, Intel CPU shortage), there has been a slowdown in demand from 2H18
4 min read | January 2019
Emerging Markets
We believe the performance of Asia FX/local markets over the coming year can be categorized into three episodes.
0 min video | December 2018
Volatility
Despite a difficult year, investors remain keen to use alternative risk premia strategies. However, current approaches may be less diversified than they appear, especially given cross-contamination in cash equity factors. A more diversified approach making use of fixed income has led to better returns and a more resilient portfolio
1 min read | December 2018
Economics
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on emerging markets than developed markets.
3 min read | November 2018
Economics
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino trade friction is a lose-lose proposition for the world economy, especially for Asia, home to some of the most open economies in the world.
7 min video | November 2018
Central Banks
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ reaction functions. Many have demonstrated a strong commitment to inflation targeting and domestic price stability, while some others are choosing between counter-cyclical and pro-cyclical policies.
5 min read | November 2018
Japan in focus
How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s evolution
4 min read | November 2018
Emerging Markets
Computing architecture is advancing owing to memory hierarchy innovation. While the performance of processors and storage continues to improve, the gap between their performances widens.
3 min read | November 2018
Central Banks
Current account deficits in Indonesia and the Philippines are not necessarily a bad sign; equally, current account surpluses in Northeast Asia are not necessarily a good sign. The key is what is driving them.
4 min read | October 2018