Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
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Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
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Hopes for Uptick in Tech Exports
Exports slowing, but tech export cycle offers hopes for upturn Korea’s exports contracted 7% y/y for the first 20 days in Jan 16, up from the...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 2)
A follow up question to Part 1 of our 'Regional Currency Outlook' is the role monetary policy will play and what the overall implication is for...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 1)
The year has not gotten off to a good start, with financial markets in disarray and currencies tumbling against the US Dollar. However, our view...
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