Asian Corporate Debt
As lockdowns begin to ease in the US and Europe, the flow of macroeconomic data is worsening, hinting at the economic pain to come. Asian companies...
411 Views
Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession
Although real GDP contracted 6.8% YoY in 1Q, FAI grew slightly and imports and industrial output barely declined YoY in March after a massive RMB...
375 Views
Pakistan: Shaken, Not Stirred
We are bullish about Pakistan’s future even though the short-to-medium term economic outlook is clouded by the pandemic. Globally, the coronavirus...
388 Views
India & Covid-19 – Modi’s Knee Jerk Reaction Costs the Poor and Businesses
The prospects of an outright recession are very real. Mr Modi’s 21-day lockdown was ill-conceived and has left India’s already enfeebled economy in...
672 Views
Costs of and Response to COVID-19
As the epicentre of the coronavirus pandemic shifts from Europe to the US and the number of deaths and infection cases reach new highs, the costs...
506 Views