Indonesia building up strength to bounce back from the pandemic through effective vaccination strategies and fiscal and monetary policies
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“Policy steroids” have unintentionally boosted and distorted economic variables in many markets. Investors are advised caution to avoid side effects
Examining the growing influence of retail investors in various Asian markets; a new, powerful market-driving force that’s here to stay
The differential race between infections and vaccinations across countries impacts the pace of economic normalization and creates investment opportunities
Rising bond yields and inflation due to GDP growth will impact equity markets; a nuanced strategy is needed
Tight commodity supply lags quick demand recovery, potentially leading to the next commodity inflationary supercycle. Asia is positioned to benefit
Our guest author sees conditions comparable to the birth of the last “supercycle”; envisages $100 tn world GDP by 2023
Seeking sectors and stocks that are receiving scant attention in the race to profit from the global recovery in 2021
Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
Narrative and Numbers are powerful, dichotomous approaches that drive investment. We seek opportunities as companies move within this construct