Taiwan: Looking Good
Of all the countries still officially forecasting growth this year – Korea, Indonesia and until recently India – Taiwan has the best prospects of...
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Asian Corporate Debt
As lockdowns begin to ease in the US and Europe, the flow of macroeconomic data is worsening, hinting at the economic pain to come. Asian companies...
443 Views
Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession
Although real GDP contracted 6.8% YoY in 1Q, FAI grew slightly and imports and industrial output barely declined YoY in March after a massive RMB...
417 Views
Pakistan: Shaken, Not Stirred
We are bullish about Pakistan’s future even though the short-to-medium term economic outlook is clouded by the pandemic. Globally, the coronavirus...
417 Views
India & Covid-19 – Modi’s Knee Jerk Reaction Costs the Poor and Businesses
The prospects of an outright recession are very real. Mr Modi’s 21-day lockdown was ill-conceived and has left India’s already enfeebled economy in...
703 Views