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...
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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
China Onshore Credit: Default Rate to Rise on Coronavirus Outbreak?
The coronavirus outbreak is expected to particularly hit the F&B, retail, travel and transportation sectors in China. The loss of operating...
380 Views