Focused Thinking
Economics
Asia is the main beneficiary of the China-plus-one strategy, led by India, Vietnam and Malaysia, while Mexico is benefiting outside of Asia.
4 min read | June 2024
Economics
Investor interest in private credit in Asia has grown substantially over the last couple of years and private credit providers with an integrated and holistic offering, and ability to serve clients across jurisdictions and their credit lifecycle, will have an edge.
4 min read | May 2024
Economics
Asia is importing more from but exporting less to China.
3 min read | May 2024
Economics
Assessing China’s hidden trade with America.
3 min read | May 2024
Economics
Higher immigration does not fully account for recent labor market resilience
2 min read | May 2024
Economics
India is highly complementary to Japan in view of its rapid economic growth and rich talent pool.
3 min read | April 2024
Economics
Don’t paint the entire region with the same brush. Growth divergence is likely, based on cyclical and structural outlooks.
4 min read | April 2024
Economics
Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers
3 min read | March 2024
Economics
Leading indicators point to a cyclical improvement in the open economies, but we expect higher investment trends in India, the Philippines and Indonesia.
4 min read | March 2024
Economics
The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.
4 min read | March 2024
Economics
Chinese consumer preference for higher-quality beer is an opportunity for breweries in the country.
2 min read | February 2024
Economics
Increased protectionism, US-China decoupling, US macro policies, pivot from green energy and America First foreign policy could adversely impact many Asian economies.
5 min read | February 2024
Economics
The Chinese market for GLP-1 drugs to treat diabetes and obesity could grow to US$11.4 billion by 2033.
2 min read | February 2024
Economics
A rules-based framework to project the trajectory of central bank policy rates suggests less easing than our forecasts in Korea and risks of deeper cuts in Thailand and China.
3 min read | January 2024