Economics
US: Domestic Priorities for the Biden Administration in 2021
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Focused Thinking
Focused Thinking
Economics
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Economics
Will the vaccine rollout result in the comeback story of 2021?
40 min podcast | January 2021
Economics
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
Economics
What does 2021 hold for the USA?
3 min podcast | January 2021
Economics
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Economics
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020
Economics
Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing, but how does it work?
3 min read | December 2020
Central Banks
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
3 min read | December 2020
Economics
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
Economics
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.
10 min read | November 2020
Economics
The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.
7 min read | November 2020