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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All Eyes on Taiwan Elections
The last opinion poll before the 16th January elections shows the opposition, anti-China Democratic Progressive Party’s (DPP) presidential...
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Cross-Straits Warning Signs
China: Economic decline evident from negative data releases Industrial profits fell by 4.6% y/y in Oct 15, down from the 0.1% y/y decline in Sep...
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A more positive view of global prospects and impact on Asia: We disagree with the ADB update
There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now. Our analysis of Asia’s outlook runs...
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Asian Monetary Policy Outlook
Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...
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