Asia Insights

Our quarterly Asia Insights publication looks to answer some of the most frequently asked questions on Asian economic and financial market developments, and their investment implications in a succinct and clear way with the help of charts from our Guide to the Markets - Asia. In this issue, we address the following questions.

What can Asian central banks do to counter the global liquidity tsunami?

The global COVID-19 pandemic has led to another round of ultra-loose monetary policy from developed market central banks. While the global economy is still recovering from the pandemic, a prolonged period of low interest rates could lead to asset inflation or excessive credit growth. Beyond raising interest rates, what can Asian central banks do to handle the renewal of the zero rate policy environment?

What are Asian economies’ vaccination plans?

With vaccines now being produced and distributed, the progress of vaccination varies significantly across the world. While Asia has been relatively successful in containing the virus, its vaccination progress has been slow relative to the U.S. and the UK.

Is inflation coming back, and what can we expect central banks to do about it?

Markets have continued to creep upward toward record highs on this vaccine optimism and support from monetary and fiscal stimulus. However, new fears have been voiced by market observers over the return of inflation.

Re-emerging market debt

The improving economic outlook for emerging markets along with supportive currency dynamics and index reweighting combine to make a powerful tailwind for the performance of emerging market (EM) debt.

Liquidity Insights

Market Insights

Portfolio Insights

Top questions on Asian economic and financial market developments

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