173 insights found
18 September 2019
Central and Eastern Europe defying gravity?
Central and Eastern Europe (CEE) economies have proved resilient so far. They remain nevertheless sensitive to the slowdown in world trade, given their high degree of openness.
17 September 2019
Bank of Japan wary of deeper negative interest rates
The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...
10 September 2019
China: source of tectonic shifts in global finance
China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.
05 September 2019
UK reaction: UK government loses control of Brexit
Last night saw a series of votes that appeared to sketch out the shape of the next phase of the Brexit process. On Tuesday night, Parliament voted by a majority of 27 to seize control of the Parliame ...
05 September 2019
Italy: New cards on an old table
Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...
03 September 2019
China – farewell to the large current account surplus
The steady erosion of China’s current account (CA) surplus is an illustration of the ongoing structural shifts in the Chinese economy and its changing relationship with the outside world.
13 August 2019
Easing cycle underway
Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.
25 July 2019
Managing Inconsistencies: what Prime Minister Johnson means for Brexit
Boris Johnson has become the new UK Prime Minister. He made a host of broad commitments, most to be implemented over the medium term and in conjunction with new Chancellor Sajid Javid.
24 July 2019
July Investment Strategy - Prevent horizon: US sidesteps recession for now
The US economic slowdown remains modest – the world’s largest economy looks set to avoid a recession in the next 12 months, thanks to the Fed’s monetary easing