Focused Thinking
Economics
Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.
2 min read | June 2021
Economics
Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.
2 min read | June 2021
Economics
William Dudley, former President and CEO of the Federal Reserve Bank of New York, was a keynote speaker at this year’s Nomura Investment Forum Asia.
3 min read | June 2021
Central Banks
Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework
3 min read | June 2021
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