A more positive view of global prospects and impact on Asia: We disagree with the ADB update
There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now. Our analysis of Asia’s outlook runs...
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India: Bihar elections loom, Modi in political pressure cooker
Senior BJP leaders are caught between the crossfire of Lalit Modi and Vyapam scams, tainting the Modi brand name. While BJP posted strong results...
241 Views
India: long-term game changers
India's cyclical momentum has been slowing, and with big reforms still not materialising, some scepticism has been creeping into the Indian growth...
240 Views
Asian Monetary Policy Outlook
Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...
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THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP
The next two weeks will have some of the most potent events of the 1H of the year Weds Apr 29 sees the Fed meeting & 1Q US GDP, Thu Apr 30 is...
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