Market 25 May

The Rise of Xi Jinping & his OBOR Initiative

How Asia will work from 2018 onwards was partly on show in May at the One Belt, One Road or “OBOR” meeting in Beijing. Chinese media set a new benchmark […]


Market 4 May

Is Digital Marketing in China Replacing the Sales Team?

China’s unique digital environment, combined with its considerable market size and large base of early adopters, present a strong case for giving more autonomy to local marketing teams. The Great […]


Market 11 April

Consumers Underpin Asia’s Growth; Policy & Capex Set the Speed Limit

Over recent decades, Asia’s growth has increasingly been defined by domestic demand, particularly from consumers. Consumers now dominate in Asia’s growth outlook, but the story varies enormously by country. Japan […]


Market 22 March

A Global Recovery… but Rising Geopolitical Risk in Asia

Many indicators suggest that the global economy entered a broad upturn in the last quarter of 2016. If it runs through mid-2017, it will be the best upturn since global […]


Market 21 February

China’s Mixed Outlook

While demographics play a major role in China’s slowdown, so too do policies to rebalance the economy toward growth driven by consumers, services, and higher value-added industries. Rebalancing is essential […]


Market 10 February

Asia’s Growth & Riding the Global Recovery

We’ve lifted our global growth forecast for 2017 to reflect a broad global demand recovery, which is particularly notable in the Euro area and quite a few emerging markets outside […]


Market 26 October

The Key to Asia’s Outlook

The key to Asia’s outlook lies in consumer demand, mostly in the emerging markets of China, ASEAN, and India. One of the most important variables for business planners will be currency […]


Market 31 August

The Struggle to Sustain Growth in Asia

In our latest Asia Pacific Executive Brief we note that in a low growth world Asia has split into four separate stories. Asia’s trade-dependent advanced markets (Korea, Taiwan, Singapore, HK, and, […]


Market 10 August

China’s Abrupt Slowdown – 2016 Q3 China Forecast Book

After real growth of 10.2%pa for the 20 years to 2014, growth will halve to 5.3%pa for the 2015-20 period and drop to 4.5% by 2021.  Our forecast is below […]


Market 21 June

IMA Asia’s Q2 2016 Corporate Survey

In a survey of over 100 regional CEOs and top executives, IMA Asia found that executives are most bullish about India, Vietnam and the Philippines.