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Exchange Rates, Japanization and "Neo-Bismarckian" Economics (A Conversation with Simon Ogus)
An engaging and sprawling chat with Simon Ogus, former Chief Asian Economist at Swiss Bank and UBS and founder of DSGAsia, a longstanding Hong Kong-based independent research firm.
Exchange Rates, Japanization and "Neo-Bismarckian" Economics (A Conversation with Simon Ogus, Webcast)Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Charbook (2022 Edition)How To Think About Emerging Markets (2026 Edition)
An opinionated guide to emerging markets
What is an Emerging Market? (How to Think About Emerging Markets, 2026 Edition, Part 1)What's Wrong With EM? (How to Think About Emerging Markets, 2026 Edition, Part 2)
Who Makes It, Who Doesn't (How to Think About Emerging Markets, 2026 Edition, Part 3)
Four EM Growth Fallacies (How to Think About Emerging Markets, 2026 Edition, Part 5)
How To Think About China (2025 Edition)
... and an opinionated guide to China
Property Boom and Property Bust (How to Think About China 2025 Edition, Part 4)Debt, Banks and the Budget (How to Think About China 2025 Edition, Part 5)
The Future of the Renminbi and the Closing of China (How to Think About China 2025 Edition, Part 6)
The Aging Crisis (How to Think About China 2025 Edition, Part 7)
How to Follow Macro Policy (How to Think About China 2025 Edition, Part 8)
Why Haven't I Made Money? (How to Think About China 2025 Edition, Part 9)