CIO Insights 3Q25: The Global Pivot

Time in the market beats timing the market

Asia

Global • Featured

Macro Insights Weekly: Rising portfolio allocation to Asia

Mainland China • Featured

China: Policy focuses on liquidity support

India • 25 Jul 2025

India: Disinflationary phase and path ahead

Global • 25 Jul 2025

Research Library

India • 23 Jul 2025

India markets: Monetary committee’s policy bent to be the next trigger, trade deal timeline spills over

Indonesia • 16 Jul 2025

Indonesia: Trade deal, BI cut, 2H outlook

Mainland China • 15 Jul 2025

China: Steady 2Q but cloudy 2H outlook

India • 15 Jul 2025

India markets: Inflation at six-year low, doves to reign

US, Europe, Japan

Global • Featured

Macro Insights Weekly: Rising portfolio allocation to Asia

Mainland China • Featured

China 2025-40 Outlook–Tech and policy foundation

Europe • 7 Mar 2025

Eurozone rates: ECB lowers rate, direction of policy travel muddied by fiscal push

Europe • 21 Feb 2025

Eurozone rates: Crucial Germany elections

Europe • 31 Jan 2025

Eurozone rates: ECB reaffirms dovish tilt

Europe • 7 Jun 2024

Eurozone: ECB begins to loosen policy brakes

Focus

Global • Featured

Macro Insights Weekly: Rising portfolio allocation to Asia

Global • Featured

Kopi time with Taimur Baig podcast E156

Global • 23 Jul 2025

Kopi time with Taimur Baig podcast E157

Taiwan • 18 Jul 2025

Taiwan: Tariff scenarios and 2H outlook

Global • 15 Jul 2025

Macro Insights Livestream July

Taiwan • 4 Jul 2025

Taiwan: Appreciation impacts – a historical perspective

India • 2 Jul 2025

India: Domestic anchor amidst external crosswinds

Global • 17 Jun 2025

27-country macro risk analysis: Annual update