Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.

Economics

Thailand / Growth,Fiscal

Thailand chartbook: COVID-19 under control, impact not so...

September 24, 2020

Thailand’s COVID-19 infections have stabilized allowing domestic activity to mend, but externals-exposed sector stay under pressure.

Key summary points
  • COVID-19 infections have stabilized, and local movement restrictions are being eased
  • Domestic activity is on the mend
  • Sectors dependent on a global turnaround are still under weather
  • Monetary policy is out of room, with fiscal expected to do the lifting for rest of the year

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

Indonesia / Consumer,Healthcare

COVID-19 accelerating shifts in Indonesian consumer behavio...

September 22, 2020
Indonesia

A survey we conducted showed the pandemic has profoundly changed consumer behaviour in Indonesia. We outline the changes and how companies need to adapt.

Global / Energy

COVID-19 and the energy transition landscape

September 17, 2020
Global

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Equity Strategies

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

Key summary points
  • The DCR mapped to the component do not contains key summary points
  • Read more reports

    There were no dcr path found

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