Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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Asian Outlook and the Implications for Monetary Policy
Export growth remains lacklustre and mostly contractionary. The only bright spots for exports are Malaysia and Vietnam, but even Malaysia’s export...
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Malaysia: 1MDB Rings Warning Bells
Default announced: After missing a USD50mn interest payment amidst a dispute with its guarantor, Abu Dhabi’s sovereign-wealth fund International...
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China Attempts to Divide ASEAN
China is working to pre-empt the forthcoming ruling by the Permanent Court of Arbitration which is likely to weaken the basis of China’s claims to...
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Drivers of Asian Growth - Part 3
This note analysing the drivers for selected ASEAN economies is Part 3 of three parts on Asian growth. It focuses on Thailand, Malaysia,...
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