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

On the Road in India: Infrastructure Building, Industrial Acumen and the Buzz of Rapid Expansion

India: Trim Positions in an Overvalued Market Compounded by RBI Policy Error

India: Cyclical Downturn Is Getting Worse as the RBI Sleeps; the Rupee Needs to Depreciate

REAL-Economics.com

Thematic (Sector/Industry)

<p><strong>-India's exports were up 17.5% YoY in February 2017, accelerating sharply from the mild deceleration in October-January, and signalling an end to any disruptions arising from the note ban. Non-oil imports were up 13% YoY in February, an early sign of a clear turnaround in domestic demand. With the goods and services trade deficit down 24% YoY in the last 11 months, there will be a small current account surplus in FY2016/17, which has helped make the rupee one of the best performing currencies in</strong>…</p>

-India's exports were up 17.5% YoY in February 2017, accelerating sharply from the mild deceleration in October-January, and signalling an end to any disruptions arising from the note ban. Non-oil imports were up 13% YoY in February, an early sign of a clear turnaround in domestic demand. With the goods and services trade deficit down 24% YoY in the last 11 months, there will be a small current account surplus in FY2016/17, which has helped make the rupee one of the best performing currencies in…

Demonetization's Fading Impact: Exports, Imports and Motor-Vehicle Sales Rebound