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...
212 Views
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...
221 Views
Malaysia: China, Cronyism and the Siege Mentality (Part 6 of 7)
Moving Malaysia to an underweight position aligns us more closely with most actively managed emerging equity funds, which are underweight in the...
260 Views
King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion
-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...
2.9k Views
Malaysia: A Rate Hike This Week Could Make It a Good Contrarian Pick
With the ringgit down 6.7% YoY and oil prices rising, CPI inflation jumped to 3.2% YoY in January 2017. This was partly the CNY effect, but mainly...
296 Views