Focused Thinking
Economics
China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.
3 min read | June 2021
Economics
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
Economics
Taking stock and looking ahead
4 min read | June 2021
Economics
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
Economics
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
Economics
Outlook on China's North-South divide.
30 min podcast | May 2021
Economics
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
Economics
The surge in Covid-19, and it's impact on India's outlook
34 min podcast | April 2021
Economics
What are Biden's plans for growth this year?
22 min podcast | April 2021
Economics
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
Central Banks
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
Economics
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Economics
What can we learn from Australia and New Zealand on life without Covid-19.
31 min podcast | February 2021
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