Focused Thinking
Economics
The perceived safety of US dollar assets could be marred by Trump’s populist policies in his second presidency.
5 min read | November 2024
Economics
Asia is better prepared for Donald Trump’s second presidency, but a larger economic growth drag and disinflation now look more likely in 2025.
3 min read | November 2024
Economics
Regulatory clarifications have opened-up the market for bond buybacks, allowing financial firms to proactively manage upcoming refinancing of regulatory capital.
3 min read | November 2024
Economics
After China’s stimulus blitz, we revisit China’s spillovers on other Asian economies.
5 min read | October 2024
Economics
Interest rate rises triggering opposite effects in the euro versus the dollar volatility market have created new investment opportunities.
3 min read | October 2024
Economics
Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.
4 min read | October 2024
Economics
The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.
5 min read | October 2024
Economics
After a year of low underlying inflation, there is both scope and a need for policy recalibration
2 min read | October 2024
Economics
The shift by local governments from “helping hands” to “grabbing hands” should be taken seriously.
4 min read | September 2024
Central Banks
We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.
6 min read | September 2024
Economics
As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.
4 min read | September 2024
Central Banks
We believe Germany is in recession and structural factors such as manufacturing competition from China and an ageing and shrinking workforce will lead to a period of stagnation.
4 min read | September 2024
Economics
As economies diversify their supply chains to mitigate concentration risk, China has itself been busy expanding its manufacturing capabilities overseas.
4 min read | September 2024
Economics
Midstream energy infrastructure, space exploration, electric vehicles and health tech are themes of the future that can potentially enhance absolute returns.
4 min read | July 2024