TSF up 19.9% YoY in 2016; FX Reserves Down A "Modest" US$320bn
As a parting gift to the incoming Trump administration, the Obama administration began an anti-dumping action in the WTO against China's aluminium...
181 Views
China: Liquidity Concerns to the Fore
President Xi Jinping’s policy priorities for 2017: At the Central Economic Work Conference, Xi emphasised the control and prevention of financial...
161 Views
Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
204 Views
Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
315 Views
Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
253 Views