Pakistan: Shaken, Not Stirred
We are bullish about Pakistan’s future even though the short-to-medium term economic outlook is clouded by the pandemic. Globally, the coronavirus...
326 Views
India & Covid-19 – Modi’s Knee Jerk Reaction Costs the Poor and Businesses
The prospects of an outright recession are very real. Mr Modi’s 21-day lockdown was ill-conceived and has left India’s already enfeebled economy in...
567 Views
Costs of and Response to COVID-19
As the epicentre of the coronavirus pandemic shifts from Europe to the US and the number of deaths and infection cases reach new highs, the costs...
367 Views
China's Vicious Stagflation Likely to Morph into Recession and Financial Crisis
We estimate an 8% YoY decline in real GDP in 1Q 2020, and -2% YoY in 2Q 2020 (as steel, for instance, first sees excess stockpiles in 1Q and a...
417 Views
Virus Fallout - Corporate Asia's Foreign Debt
Panic has replaced complacency as the number of new coronavirus cases outside China soar. If the worst-case scenario of a global profit-led...
327 Views