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The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of the region is causing...
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks mirror US Fed hikes. Our...
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact as the Central and Eastern...
Russia's full-scale invasion of Ukraine was not priced in by markets and has led to spiralling commodity prices, higher risk premia, and strong...
Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
We expect monetary policy to continue to diverge across Asia Pacific (APAC) in 2022, with central banks in the advanced APAC economies (apart from...
Following an easing in restrictions, Asia production is ramping up to meet strong global demand for consumer goods, auto parts, and electronics....
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across the region. We have...
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid cases and...
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary Authority of Singapore have...
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