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Aletheia Capital

Aletheia Capital
Independent and original Asian investment research

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bullishMacroeconomics
26 Apr 2024 12:05Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 26 Apr 2024

Indonesia raises interest rates unexpectedly, citing currency weakness. Japan faces continued yen depreciation amid low interest rates.

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bullishMacroeconomics
19 Apr 2024 10:14Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 19 Apr 2024

China's GDP Performance: China's first quarter GDP growth exceeded expectations at 5.3%, sparking debates about data accuracy and manipulation.

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bullishMacroeconomics
12 Apr 2024 10:22Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 12 Apr 2024

Busy week with US interest rates, Thailand's monetary policy, and Vietnam's economic dynamics. Analysis reveals US inflation concerns impacting...

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bullishMacroeconomics
05 Apr 2024 10:48Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 5 Apr 2024

March Manufacturing PMIs show several countries, including Vietnam, Thailand, Korea, Taiwan, and Japan, slightly below the 50 boom-bust line.

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bullishMacroeconomics
22 Mar 2024 17:34Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 22 Mar 2024

Thailand's economic outlook appears bleak, with downward revisions in GDP growth forecasts signaling ongoing challenges in investment and export...

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