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
Taiwan - The Surprise Outperformer
Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this...
447 Views
Asian Resilience - Lies In Its Structural Strength
The recent data flow out of Asia has been weak whether it be Chinese industrial output, fixed investment or retail sales, Hong Kong tourist...
578 Views
Japan: Don't Hold Your Breath
We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese...
587 Views