Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown signs of...
Global | Scorecard shows vulnerability to supply chain disruption
Posted by Stephen Foreman on Feb 16, 2021
Disruption to global supply chains has resurfaced in recent months, as material shortages and freight delivery delays have damaged manufacturers’...
India | Biting the fiscal bullet
Posted by Priyanka Kishore on Feb 2, 2021
Markets have cheered today’s budget, which was perceived to be growth-oriented with an emphasis on infrastructure spending. The revised estimates...
Myanmar | Military coup threatens economic recovery
Posted by Sian Fenner on Feb 1, 2021
On February 1, Myanmar’s military seized control of the country, announcing a one-year state of emergency and the replacement of democratically...
A synchronized recovery to take root
Posted by Sian Fenner on Jan 27, 2021
Economic growth has picked up from the sharp falls in Q2 2020, but the recovery across the ASEAN-6 economies has been uneven. Varying success in...
Treasury steepeners and the risks | Global
Posted by Gaurav Saroliya on Oct 28, 2020
The bear-steepening of the US yield curve has accelerated with growing hopes of a blue wave in the US. A political disappointment is a single...