Indonesia: The Recovery Is Here, and Will Be Aided by More Monetary Easing
Non-oil/gas exports and imports, the missing element in Indonesia's economic recovery, jumped on the growth bandwagon in August, as cement and car...
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Turning Point on Oil Impact on Asia
Oil prices – lower for longer: The International Energy Agency (IEA) now sees the oil glut persisting into late-2017 as demand growth falls while...
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How Will US Monetary Policy Affect Asia?
Asia: Implications of US Federal Reserve’s actions for Asian economies The US Fed is poised to raise interest rates in due course, as the domestic...
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HK Short Interest Weekly: Tencent, Hansoh Pharmaceutical, HSBC, CNOOC, Petrochina
We analyzed the latest HK SFC report for aggregate short position as of Apr 2nd and highlight short interest changes in Tencent (700 HK), Hansoh...
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ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
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