Central Banks
Asia Economic Monthly: Asian Central Banks’ Hormuz Dilemma
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
Focused Thinking
As the axis of global trade shifts, there are new connections that need to be understood. Emerging markets are continuing their path of development and becoming more central to global trade. Which countries will become closer and what are the connections between emerging markets’ progression, risks and opportunities?
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
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
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
As the standoff between the two countries continues, we analyze likely scenarios, macro spillovers, and India's countercyclical and strategic response
2 min read | September 2025
Economics
The flood of imports from China was already impacting economies before Trump 2.0
4 min read | April 2025
Emerging Markets
The country has emerged as a hotbed for equity fund-raising, with over US$16 billion raised through IPOs this year
3 min read | December 2024
Economics
Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.
4 min read | October 2024
Economics
After a year of low underlying inflation, there is both scope and a need for policy recalibration
2 min read | October 2024
Central Banks
We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.
6 min read | September 2024
Central Banks
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
Assessing China’s hidden trade with America.
3 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
More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.
2 min read | May 2023
Economics
Our early warning model of EM exchange rate crises shows Egypt, Romania, Sri Lanka, Turkey, Czech Republic, Pakistan and Hungary are at risk
2 min read | November 2022