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?
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
Economics
With weak growth, higher interest rates, a stronger dollar and high leverage making a potent mix, hear from our economists as they discuss macro-financial vulnerabilities in Asia, zooming in on credit stress in South Korea and balance of payments concerns in Indonesia and the Philippines.
30 min podcast | November 2022
Emerging Markets
With a valuation cushion, Asian stocks are relatively insulated from a US stock sell-off
5 min read | June 2022
Emerging Markets
The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies
2 min read | May 2022