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...
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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,...
249 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...
229 Views
China on Weaker Ground in the South China Sea
The storms in the South China Sea continue to rage on. Indonesia standing up to China: President Jokowi visited the Natuna Islands on board the...
352 Views
Asian Currencies: What Inflation Differentials Show
The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this...
291 Views