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Senior Economist, Asia
Hong Kong, Hong Kong
English, Spanish, Mandarin
Carlos joined UBP in 2020 as Senior Economist, Asia. He is a key contributor to UBP’s global macroeconomic framework and leads UBP’s macroeconomic research in Asia, contributing to shaping our Asia investment strategy.
He has more than ten years’ experience covering markets in Asia. He was most recently Economist, Asia Pacific, at Coface where he was responsible for managing the company’s research on Asian economies. He has also served as Economist for the Spanish multinational banking group Banco Bilbao Vizcaya Argentaria (BBVA) in Hong Kong and the European Commission in Beijing.
Carlos holds a master’s in International Economics from Johns Hopkins University, School of Advanced International Studies (SAIS), and a bachelor’s (joint honours) from the University of London, School of Oriental and African Studies (SOAS).
14.03.2024
Driven by Prime Minister Narendra Modi’s economic programme, India has embarked on a phase of infrastructure investment akin to China’s in the 1990s. In our latest edition of UBP Headlines, our Group Chief Strategist Norman Villamin takes a deep dive into the booming Indian market, exploring its investment opportunities.
05.03.2024
The mood around Hong Kong’s markets is pretty gloomy these days.
19.07.2023
China’s economy decelerated in Q2-23, led by a sequential decline in manufacturing and investment. Services continue to expand at a slower pace. Below potential growth is resulting in rising unemployment in April and May.
31.01.2023
With UBP’s Investment Outlook 2023 wrapping up its global roadshow, our Asia Senior Economist Carlos Casanova takes stock of the major macroeconomic events that marked 2022 in and around China and looks ahead to the landscape unfolding in 2023.
05.04.2022
The global economy remains resilient despite negative momentum in Q1 & Q2. UBP’s economists Patrice Gautry and Carlos Casanova take a tour of the macro scenario around the world.
08.11.2021
The Chinese economy is facing headwinds leading into 2022, including: 1) Ongoing regulatory crackdown; 2) Exposure to COVID outbreaks; 3) A slump in the housing sector; and 4) Power shortages over the winter months.
08.10.2021
Tighter rules have led to rapid deleveraging in China’s housing sector. Embattled real-estate developer Evergrande’s situation has sent shock waves through the credit market. The company’s default looks manageable but could become a systemic issue if the authorities do not facilitate an orderly default.
08.09.2021
Asian markets are being slow to emerge from lockdown, despite the rest of the world gradually opening up its economies again. The reasons for this have much to do with low vaccination rates, but also with governance. A growth gap between developed and emerging markets is beginning to appear.
27.07.2021
Asia Macro - The Olympics will take place despite the State of Emergency (SOE) being extended until August 23. International spectators have been banned and consumer sentiment remains subdued, with few people supporting the event.
