Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 2)
A follow up question to Part 1 of our 'Regional Currency Outlook' is the role monetary policy will play and what the overall implication is for...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 1)
The year has not gotten off to a good start, with financial markets in disarray and currencies tumbling against the US Dollar. However, our view...
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Singapore: Structural Challenges Lie Ahead
Aside from the cyclical challenges, the other longer-term focus of policy will be dealing with Singapore’s structural challenges. When the...
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Singapore: A Turning Point Looms for the Economy
Going into 2016, Singapore needs to be mindful of the vulnerabilities confronting its economy. While the G3 recovery that is gathering pace might...
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