How Have Risks for Asia Changed Recently?
A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook...
253 Views
Black Swans, Paradigm Shifts, and Other Ideas
We attended two events hosted by the CFA Society of Thailand last week. One was presented by Port Shelter's Richard Harris and the other involved a...
315 Views
Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive
Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash...
317 Views
Diverging Fortunes Among East Asian Exporters
South Korea: Economy slows as headwinds continue to hit Economy slows in 3Q16. GDP grew 2.7% y/y in 3Q16, down from 3.3% in 2Q16. Government...
270 Views
Korea National Pension Fund - Commitment to Buy 1 Trillion Won Worth of Small Cap Stocks in Korea
On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean...
240 Views