Focused Thinking
Economics
After synchronized disinflation so far this year, we see more divergence in the inflation outlook for Asian economies. We identify the hot, warm and cold candidates.
4 min read | November 2023
Economics
China’s consumers are spending differently after the pandemic, turning selective on quality and trading down, said Shaun Rein of China Market Research Group.
3 min read | October 2023
Economics
Asia’s goods cycle has bottomed out and is headed higher over the next two quarters.
3 min read | October 2023
Economics
We are cautious on the economic outlook and expect global growth to slow to 2.0% in 2024. CPI inflation should continue easing into next year.
7 min read | October 2023
Economics
We now expect the Euro Area and UK to fall into recession. The latest survey data have been particularly weak, and lags in monetary policy, rising bankruptcies, plummeting demand for lending, and a poor global backdrop, all suggest it is only a matter of time until a recession materialises.
4 min read | September 2023
Economics
China’s share in Asian exports is slowing and Asian lenders’ exposure to China is plateauing.
4 min read | September 2023
Economics
Our early warning model of EM exchange rate crises shows Turkey, Czech Republic, Sri Lanka and Romania are at risk
2 min read | August 2023
Economics
Fiscal policy will be the first line of defense against rising food prices in Asia
3 min read | August 2023
Economics
Singapore’s deputy prime minister believes that economic fundamentals in Asia makes for a great opportunity when balanced with prudent risk management.
4 min read | July 2023
Economics
India’s Chief Economic Advisor is optimistic about the country’s recovery, according to a keynote at the 2023 Nomura Investor Forum Asia.
3 min read | June 2023
Economics
“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.
3 min read | June 2023
Economics
Asia, currently the fastest-growing economic region, has always been a land of opportunity with significant scope for economic development. So the pertinent question is not “why Asia?”, but “why Asia now?”
5 min read | June 2023
Central Banks
In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows.
3 min read | May 2023
Central Banks
In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.
26 min video | May 2023