Blogs

Blogs from CAA Team.

These blogs are published in various publications and we are reproducing here.

CAN SOUTHEAST ASIA REGAIN ITS MOJO?

manu-bhaskaran

The Association of Southeast Asian Nations (ASEAN) has just celebrated its 54th birthday but it was not entirely a happy occasion. The past few months have brought an unrelenting flow of bad news for the region. After initially managing the COVID-19 pandemic relatively well last year, the region has suffered a troubling surge in infections and deaths this year

WHAT COULD WE BE MISSING ABOUT CHINA?

manu-bhaskaran

Recent market commentaries on China have focused on a few concerns. One is whether economic growth is slowing more than expected, since that could bring a premature end to the bounce-back from the COVID downturn – and that would be bad for the global recovery.

COULD A CAPITAL SPENDING SURGE BE THE NEXT SURPRISE FOR THE WORLD ECONOMY?

manu-bhaskaran

Some might think it premature to say this but we’ll say it anyway. The worst of the COVID pandemic is over. Yes, there will be occasional new waves of infections and there will even be episodic scares about new variants. But the number of fatalities, the strain on medical systems and the damage done to economic activity from each new wave

DO INVESTORS REALLY NEED TO WORRY ABOUT INFLATION?

manu-bhaskaran

One of the most important questions in financial markets today is inflation. Over the past few months, investors have begun to worry that ultra-loose monetary and fiscal policies will trigger a sharp and persistent rise in prices across the board around the world once the worst of the pandemic is over.

SINGAPORE’S CORPORATE SECTOR AND THE COUNTRY’S FUTURE

manu-bhaskaran

The restructuring of Singapore Press Holdings has aroused much controversy. But we need to go beyond the media sector and the company itself because the issue raises far more important questions about the corporate sector overall and what it means for Singapore’s future.