Thai Politics: Referendum and Aftermath
Thailand will vote on the constitutional referendum in two weeks (August 7). Rejection, which seems more likely due to support by the two key...
355 Views
China Consumer Sentiment by Region - East China South and Central Currently Have Highest Sentiment
In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of...
338 Views
Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
307 Views
Rebound Will Be Spurred by 100bp of Rate Cuts
Car and cement sales are rebounding, the export contraction is easing, the challenging fiscal situation will improve with the tax amnesty,...
266 Views
Indonesia: Tax Amnesty Could Be in Vain
The Indonesian parliament approved the tax amnesty bill on 27 June 2016 which will now be implemented in July. This is the country’s fourth tax...
242 Views