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  • 20-Sep – Risk on! - Updated Thu September 19, 2013

    Top 3 data/events • Singapore – Higher transport inflation risks in the coming months • Gold – Prices surge as the Fed delays QE tapering • Euro area – PMIs to reinforce that sentiment is still in recovery mode • Market focus • We think the EM...

  • 27-May – Is the ‘Abe trade’ running out of steam? - Updated Sun May 26, 2013

    Top 3 data/events • Singapore – Renminbi clearing services begin onshore • Australia – Weaker consumer sentiment makes a further cut more likely • Commodities − Gold struggles for direction; investor selling continues • Market focus • Declines...

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Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.