Asia's Export Recovery Set to Strengthen -- Although Trump's BTA and China Are Threats After October
Until 1H 2016, Vietnam was the solitary bright spot among Asia's exporters. Its export performance has remained strong in the past eight months,...
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Where Will the Inflation Surprises Come From?
Where will the inflation surprises come from? Deflationary pressures are dissipating leading to an upward march of price levels worldwide. We...
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How Much Risk Does the US Pose to Asian Economies?
There is one clear upside and two potential downsides from the current trajectory of policy and economic activity in the US.First, the economy...
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India: High Growth Figures Leave Many Analysts in Doubt
India’s GDP growth grew at a brisk 7.0% y/y in 4Q16, down only slightly from 7.4% y/y in 3Q16, despite all the other data pointing to sizeable...
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India: Modi's BJP Makes Headway in a Key State
The Maharashtra Civic Elections for 10 large urban municipal corporations including the urban cities of Mumbai, Thane and Pune showed gains for...
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