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Asia's Growth Story
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After Lehman Brothers collapsed in 2008, Asia added an entire Germany’s worth of GDP to the world’s economic map in 5 years. What can Asia’s economy achieve in the next 25 years?
China / Industrials
With the implementation of new railway projects expected to pick up speed in China, we see values emerging across the infrastructure space
Asia / Economics
Asia-10 growth in real fixed capital formation has fallen below 3% per year and that simply won’t sustain the kind of GDP growth needed to raise incomes and employ growing populations. Much of the great investment slowdown is ‘structural’ – owing to the steady rise in incomes over the past few decades.
Asia / Economics
With the global economy in such mediocre shape, every scrap of export growth matters, pushing Asian exporters to explore markets in Latin America and Emerging Europe.
Global / Economics
Most Asian currencies have clung to the US dollar more than they should have. This is not necessarily, or even generally, a good thing.
Global / Economics
Many think the US is taking off while both Europe and Japan are headed over the cliff. But the real divergence in the global economy is due to Asia’s growth.
Asia / Economics
US rate hikes are looming and the oil price is low. Some fear contagion yet Asia looks more than able to cope in 2015..
