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?
Emerging Markets
The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.
2 min read | June 2021
Economics
China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.
3 min read | June 2021
Emerging Markets
It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.
3 min read | June 2021
Economics
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
Economics
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
Central Banks
Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?
65 min podcast | April 2021
Emerging Markets
Outlook for ASEAN economies.
27 min podcast | March 2021
Emerging Markets
Which Emerging Markets are at risk of an exchange rate crisis?
22 min podcast | March 2021
Central Banks
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Emerging Markets
Why are Asian economies going to be the outperformers of 2021?
3 min podcast | January 2021
Emerging Markets
Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.
2 min read | January 2021
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Emerging Markets
What will 2021 mean for Asia's outlook?
30 min podcast | December 2020