The Market Sentimentalist: Political Kill
2016's "Political Kill" season continues, making this year one of the most toxic for incumbent politicians we can ever recall.Monday saw Italian PM...
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East Asia Update: China's Policy Direction, Korea's Political Woes and Taiwan's Economic Momentum
China: Policy direction has long-term consequences Industrial profits accelerated6% y/y in Oct 16 year-to-date, up from 8.4% in Sep 16. The coal...
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Inflation Outlook: Watch for Upside Surprises in Asia
Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these...
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Korea Stock Market Monthly Recap #8 - (November 2016)
November was dominated by politics driving the capital markets both in Korea and the US. The Choi Soon Shil scandal rocked Korean politics and put...
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Chinese Companies Going Abroad & The International Corruption Regulatory System
What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run...
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