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

JSW Steel: A Race of EBITDA Against Debt

JSW Steel: Moody's Premature Rating Upgrade

REAL-Economics.com

Thematic (Sector/Industry)

-Spread of good governance to UP will be transformative in five of its cities that are emblematic of urban decay, and remove a key impediment to implementation of vital social policies across north India (such as the smart cities along the DMIC and clean-up of the Ganga river)-Robust BJP wins there and Uttarakhand, and its spread to Manipur, ensure that the BJP's candidate will win the presidency this year, and that Modi is strongly positioned to be re-elected PM in 2019-Trifecta of VDIS,…

-Spread of good governance to UP will be transformative in five of its cities that are emblematic of urban decay, and remove a key impediment to implementation of vital social policies across north India (such as the smart cities along the DMIC and clean-up of the Ganga river)-Robust BJP wins there and Uttarakhand, and its spread to Manipur, ensure that the BJP's candidate will win the presidency this year, and that Modi is strongly positioned to be re-elected PM in 2019-Trifecta of VDIS,…

Modi Landslide in UP Will Be Transformative for Policy