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

China: Globalizing Its Imbalances, Part II: FAI And "Secular Stagnation"

China: Hurtling Toward Crisis, Nudged Along by Trump

REAL-Economics.com

Thematic (Sector/Industry)

United states Materials / Thematic (Sector/Industry)

<p><strong>Churchill believed Japan (with 6m tonnes of steel output before World War II) could not militarily challenge the US (90 m tonnes at the time) 75 years ago. Since the GFC, the US has produced less than 90m tonnes every year, Japan (the 2nd largest producer globally) produced 105m tonnes in each of the last 3 years, while China produces over 800m tonnes annually. Despite the strong opposition of his defence secretary and national security and economic advisors (Mattis, McMaster and Cohn), Donald</strong>…</p>

Churchill believed Japan (with 6m tonnes of steel output before World War II) could not militarily challenge the US (90 m tonnes at the time) 75 years ago. Since the GFC, the US has produced less than 90m tonnes every year, Japan (the 2nd largest producer globally) produced 105m tonnes in each of the last 3 years, while China produces over 800m tonnes annually. Despite the strong opposition of his defence secretary and national security and economic advisors (Mattis, McMaster and Cohn), Donald…

As Policy Turns Properly Trumpian at Last, It Is Advantage Russia and China