ASEAN Agritech: Key Beneficiary of the AI Revolution
Agriculture is a key driver of Southeast Asia’s economy, contributing 11% of ASEAN’s GDP in 2022 and employing about a third of the region’s...
66 Views
Significant Shift in Fed Policy Expectations
Financial markets have sharply revised Fed policy expectations for 2024, shifting from anticipating seven rate cuts to just two (September and...
56 Views
Postcard from HK <> SG | "The Frog in the Well"
Engaged in valuable interactions with analysts and portfolio managers with an objective to understand views on India & grasp regional markets.
2.5k Views
Bank of the Philippine Islands – No Free Pass
*Falling Very Short: Bank of the Philippine Islands (BPI.PM) [BPI] reported 2Q20 results of PHP 5.3 bn – missing consensus by 15% and falling short...
485 Views
Fears of US-China Currency War and Flagging Global Growth Fuel Monetary Easing in EM
On 5 August, the Chinese currency finally broke the psychological threshold of 7 vs. USD. Later on the same day, the US State Department...
539 Views