Focused Thinking
Japan in focus
The path to success for Japanese equities includes a longer-term focus on 100-year-old companies, physical AI, and entertainment
4 min read | May 2026
Economics
The nation’s path to faster growth hinges on solving its silver democracy issue while resolving fiscal and economic constraints
5 min read | May 2026
Economics
Chinese exporters may inadvertently stand to gain from a global shock
3 min read | April 2026
Annual Outlook
Japan is reaping the rewards of price, wage, and rate hikes as households through to corporates enjoy an increase in revenue
4 min read | April 2026
Central Banks
The impact of the energy shock on inflation and growth varies across Asian economies; differentiation in central banks’ responses is crucial
4 min read | April 2026
Central Banks
After the energy shock from the Iran war, the fundamental differences between the euro area and UK economies today may justify different central bank responses
4 min read | April 2026
Economics
The original “China shock” was a reference to the economic disruptions in the West caused by the surge in imports from China
2 min read | April 2026
Economics
The first survey since the Iran conflict started shows input cost pressures, margin compression and longer supplier delivery times, with EM Asia facing a sharper impact
2 min read | April 2026
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Central Banks
Even modest repatriation of USD assets could significantly appreciate the value of their currencies and erode export competitiveness
4 min read | April 2026
Economics
We expect US tariff policy to continue its current de-escalatory trajectory, despite the possibility of episodic flare-ups
5 min read | March 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Rates
Iran war undermines the long-held assumption that bonds and equities offset one another in times of crisis but supports the case for long swaption straddles as a hedge
3 min read | March 2026
Economics
The region is at the epicenter of the energy security shock and faces potential stagflation, if disruptions persist beyond a month
4 min read | March 2026