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

FOMC Retains Hawkish Tone Amid Higher Inflation, but ISM & NFP Betray First Signs of Growth Fatigue

Double-Whammy Likely Ensured Trump Will Be a One-Term President; but NAFTA and Syria Deals Advance

Fiscally-Fuelled Economy Stays Red Hot, but Trump's Dysfunctional White House Is the GOP's Undoing

Why a Shrinking Fed Balance Sheet Will Inevitably Lead to Recession in 2018

Putin's Triumph Is Complete as Trump Kowtows in Helsinki

Putin's Assembly of Allies (Trump, Kurz, Salvini, Tsipras) Subverts the G7-NATO Led World Order

EU: A New Crisis as Italy Takes a Fiscally Profligate and Russophile Turn

REAL-Economics.com

Thematic (Sector/Industry)

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Trump's kowtow to Putin in Helsinki, coupled with the tightening of Mueller's vise around the 2016 Trump campaign's close ties to Russia, have tilted the balance in favour of moves to impeach Trump in 2019, once the Democrats have regained the House in this November's mid-term election. Although a Democrat-controlled House will impeach Trump, the Senate remains likely to vote against his ouster -- unless Mueller finds clinching evidence of clear collusion with Russia. With all Americans indicted…

Trump's kowtow to Putin in Helsinki, coupled with the tightening of Mueller's vise around the 2016 Trump campaign's close ties to Russia, have tilted the balance in favour of moves to impeach Trump in 2019, once the Democrats have regained the House in this November's mid-term election. Although a Democrat-controlled House will impeach Trump, the Senate remains likely to vote against his ouster -- unless Mueller finds clinching evidence of clear collusion with Russia. With all Americans indicted…

Dow Jones Industrial Average (INDU INDEX)

Will They Impeach? Not Yet, but Far More Likely in 2019, when a Recession Is Also Probable