Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

PK Basu has 34 years experience covering Asia's economies and markets (equities, fixed income and currencies), including 20 years covering the global economy. He was Chief Economist (SE Asia & India) at Credit Suisse First Boston for 5 years, and Chief Asia (x-Jpn) Economist at Daiwa Securities for a similar period. Among other roles, he was global head of research at Maybank Kim Eng, Malaysia equity research head and chief ASEAN economist at Macquarie, Chief Economist at ICICI Securities, ASEAN economist at UBS and the first chief economist at Khazanah Nasional (where he was co-head of research, and led all agri-business initiatives). PK Basu started his career in the Asia Service of WEFA (Wharton Econometrics) in Philadelphia in 1990, rising to be Director of their Asia Service in June 1994. 
PK's book, "Asia Reborn: A continent rises from the ravages of Colonialism and War to a New Dynamism" won the Tata Literature First Book Award (non-fiction) for 2018. It is the first single chronicle of the modern economic and political history of the whole of Asia (from Iraq and Turkey to Korea and Japan, and everything in between), told from an Asian perspective.

Chief Economist & Political Strategist

Trump, Russia and the Triumph of America's Deep State

The Trump Ineptitude Trade: Over or Just Beginning?

REAL-Economics.com

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending, huge tax cuts skewed towards the wealthy and corporates (possibly with a border tax adjustment that brings on protectionist retaliation globally), all made possible by implausible growth projections (about a percentage point higher annually than CBO projections for ten years!). For now, the Trump agenda is stalled, because the Russia investigation is…

-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending, huge tax cuts skewed towards the wealthy and corporates (possibly with a border tax adjustment that brings on protectionist retaliation globally), all made possible by implausible growth projections (about a percentage point higher annually than CBO projections for ten years!). For now, the Trump agenda is stalled, because the Russia investigation is…

Vanguard FTSE Emerging Markets ETF (VWO US)

After His Catastrophic Foreign Policy Debut, Trump's Administration Faces Paralysis at Home