Focused Thinking

Economics

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

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

Asia Economic Monthly: Food inflation risks are on the rise

Fiscal policy will be the first line of defense against rising food prices in Asia

3 min read | August 2023

Economics

The risk management of Asian opportunities: Heng Swee Keat

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

Strong underlying momentum to continue to buoy India’s economic growth: V. Anantha Nageswaran

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

Is a Global Recession Imminent? In For a Long Grind, says Ruchir Sharma

“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’s time to shine

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

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Central Banks

MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?

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

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Central Banks

MacroBrew - Thailand: Who Will Form The Next Government?

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

Economics

Asia Economic Monthly: Shape of Asian exports recovery: L, U, V or W?

We expect the Asian exports downcycle to hit its lowest point in Q2, but the shape of recovery is uncertain.

3 min read | May 2023

Economics

Thailand hospitals poised for further expansion

More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.

2 min read | May 2023

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Central Banks

MacroBrew - The ECB and BoE: Fighting for The Last Hike

In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.

18 min video | April 2023

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Central Banks

MacroBrew - US Debt Limit: Is It Worse Than 2011?

We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.

47 min video | April 2023

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