Global in reach. Deepest in South Asia.
We follow the global forces that move markets, and we hold standing, in-depth coverage of the eight markets of South Asia. Questions on other countries are welcome on commission.
Standing coverage, every market in the region.
Each market has its own page with the issues we watch and the questions clients bring to us.
India
The region's largest economy and political centre of gravity, balancing growth ambitions, coalition politics and great power partnerships.
02Pakistan
A large, young market shaped by IMF reform, civil-military politics, energy sector debt and difficult borders.
03Bangladesh
A garment export powerhouse rebuilding its politics after 2024, while graduating from least developed country status.
04Sri Lanka
Recovering from its 2022 default under an IMF programme, with a new political order and strategic weight in the Indian Ocean.
05Nepal
A political reset after the 2025 protests, large hydropower ambitions and a delicate balance between India and China.
06Afghanistan
Taliban rule, sanctions, humanitarian need and security risks that reach well beyond its borders.
07Bhutan
A small, stable state betting on hydropower and the Gelephu Mindfulness City as engines of new investment.
08Maldives
A tourism economy with heavy debt repayments ahead and a strategic position between India and China.
The regions whose decisions move markets.
Our thematic research follows these regions continuously, and our expert network reaches into each of them. Country assessments outside South Asia are available on commission.
Europe
EU trade, sanctions and due diligence rules, national politics, and Europe's commercial and security relationships with Asia.
North America
US trade, tariff, sanctions and export control policy, industrial policy and the politics behind it, and their effect on global supply chains.
The Gulf and the Middle East
Sovereign investment, energy policy, regional security and labour migration, including the Gulf's deep economic ties to South Asia.
China and East Asia
Strategic competition, overseas finance and infrastructure, technology controls and supply chain realignment.
Central Asia and Iran
Energy and transit corridors, sanctions, and the security links between Central Asia, Iran, Afghanistan and South Asia.
The Indian Ocean and Southeast Asia
Shipping routes, port competition and naval presence from the Arabian Sea to the Strait of Malacca, and Southeast Asia's growing role in supply chains.
What connects the map.
Our thematic research tracks the forces that travel between regions and shape exposures everywhere.
- Trade, tariffs and preferencesUS tariff policy, EU and UK trade preferences, and the trade agreements that decide market access.
- Sanctions and export controlsDesignations, enforcement trends and the widening use of economic statecraft.
- Supply chain due diligenceEuropean and American rules on forced labour, human rights and environmental due diligence, and what they require of suppliers.
- Energy security and transitionSupply, pricing and policy for imported fuels, power and low-carbon technologies.
- Sovereign debt and IMF programmesFiscal pressure, restructurings and the politics of adjustment.
- Elections and political transitionsElectoral outcomes, coalition dynamics, protest movements and policy continuity.
- Water, climate and disaster riskTransboundary rivers, floods, heat and the cost of adaptation.
- Conflict and securityInterstate tension, militancy and their effect on people, assets and routes.
Need a view on a specific country?
Tell us the market and the decision. We will tell you how quickly we can give you a view, and what it would cover.
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