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, 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

The Investment-Led Rebound Accelerates to 7.7% Real GDP Growth

RBI Raises Rates, but Will Likely Look Foolish when Inflation Moderates

RBI Rate Hike May Not Be A One & Done Deal; Stance Neutral but Tone Hawkish

Investment-Led Rebound to 7.2% Real GDP Growth

India: The Economy Is Turning Around Despite the RBI's Huge Policy Error

The Long-Awaited Investment Revival Is Here

India: Plain and Simple, Bumper Industrial Production Data Revive Hopes of Sharp Recovery

REAL-Economics.com

Macroeconomics

The world’s fastest-growing large economy has regained its momentum, with real GDP likely to exceed 8% YoY in the current quarter, and to accelerate further over the next year. The 12% YoY growth in investment spurred the recovery in Oct-Dec 2017, and the momentum was sustained with capital goods output rising 15.5% YoY in December-January, corroborated by 35.4% YoY growth in commercial-vehicle sales in January-February 2018. But the recovery is now spreading to rural India too, with two-wheeler…

The world’s fastest-growing large economy has regained its momentum, with real GDP likely to exceed 8% YoY in the current quarter, and to accelerate further over the next year. The 12% YoY growth in investment spurred the recovery in Oct-Dec 2017, and the momentum was sustained with capital goods output rising 15.5% YoY in December-January, corroborated by 35.4% YoY growth in commercial-vehicle sales in January-February 2018. But the recovery is now spreading to rural India too, with two-wheeler…

The Investment-Led Recovery Has a Broader Base, and Corporate Earnings Are Gaining Too