Focused Thinking

Articles

Economics

Are striving tiger cubs the next phase of flying geese?

Our Asia economists present their scorecard of 23 Emerging Markets on foreign direct investment attractiveness and confirm India and ASEAN’s advantage over other Emerging Markets due to multiple push and pull factors.

11 min podcast | August 2017

Economics

The tranquil path of Asian inflation

In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and no rate hikes until H2 2018. They explain this by using three proprietary tools to help improve ability to forecast headline and core inflation for 10 Asian countries.

3 min read | August 2017

Technology

China FinTech: from exuberance to execution

Since mid-2016, the FinTech industry in China has gone through its early stage hype to what is now a process of “survival of the fittest”. At the moment, we are again on the verge of a breakthrough in the FinTech field, with blockchain and AI taking the lead.

4 min read | May 2017

Volatility

Deal-contingent hedging: a flexible way to mitigate risk

Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between the UK and EU have caused sterling to plummet to lows not seen in years, and protectionist rhetoric from the US has sent shockwaves through global FX markets and lifted interest rates to 5-year-highs.

4 min read | January 2017