In light of the 10th anniversary of the GFC, this report covers what has changed since then. We point to the elevated debt levels and the rise of populism worsened by unequal recovery. Trade wars are a big threat beyond just the global economy. With this backdrop, we foresee structural increase in interest rates and inflation after 35 years of deflation.

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About Our Blog

This blog covers obser-vations made by our team. It can touch on any subject that we deem relevant for investors in Asean markets.