Focused Thinking

Articles

Economics

Asia is set to embrace protectionism in face of China's overcapacity

Pressure growing across region as West imposes more tariffs on Beijing.

5 min read | July 2024

Central Banks

Central banks and emerging markets push gold sky-high, says World Gold Council

Emerging market buyers have wrested control of the gold market from the West, said Mr. John Reade, Chief Market Strategist, World Gold Council.

4 min read | July 2024

Economics

State governments, private sector to spur India economic growth: V. Anantha Nageswaran

India will see economic growth accelerate over the next decade with increased participation from sub-national governments and the private sector, said the country’s Chief Economic Advisor.

3 min read | July 2024

Volatility

The Rise of Algo Trading in FX Markets

Calmer FX markets, liquidity fragmentation and the legacy of the pandemic are among the factors fuelling a new wave of algo usage.

3 min read | June 2024

Economics

Global economic outlook: Charting different courses

Economies around the world are recovering from the pandemic shock at varying tempos.

7 min read | June 2024

Economics

JPX supports markets growth via better dialogue between investors and companies

Recent corporate government reforms and bilingual disclosure requirements could help attract more foreigners to the Japanese equities market, said Hiromi Yamaji, CEO, Japan Exchange Group.

3 min read | June 2024

Economics

Advanced economy debt challenges are serious, says Carmen Reinhart

The combination of higher debt levels with higher interest rates and higher risks including geopolitical risks, is tailor-made for accidents.

3 min read | June 2024

Economics

Asia, led by Japan and India, is a good hunting ground for equities

Japan regaining relevance in the equities market after 30 years of low growth adds to the excitement of Asia. At the same time, India’s economic backdrop and the current environment provide great investment opportunities.

4 min read | June 2024

Economics

As advanced nations fight inflation, China grapples deflation, says Richard Koo

This dynamic is reminiscent of the 1990s, when Japan grappled with deflation while the rest of the world worried about inflation, said Richard Koo, Chief Economist at Nomura Research Institute.

3 min read | June 2024

Economics

Singapore Senior Minister of State Sim Ann on navigating geopolitics

Singapore will develop strategies that align with national interests, said Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and Ministry of National Development of Singapore.

3 min read | June 2024

Economics

Asia's new flying geese

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

Private credit can provide the most compelling opportunities in Asia

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 Economic Monthly: China taps Asian demand

Asia is importing more from but exporting less to China.

3 min read | May 2024

Economics

The great reshuffle in global supply chains

Assessing China’s hidden trade with America.

3 min read | May 2024

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