ASEAN : 20 Years on from Asian Financial Crisis
Anniversaries are good milestones to take stock, reflect and ruminate over the lessons. In the investing world, major events bring learning and at...
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Thailand: Stuck in a Structural and Cyclical Rut; Monetary Easing Needed, but BoT Will Be Slow
Thailand's modest economic recovery of the past 5 quarters (with real GDP growth at 3-3.3% YoY) is running out of steam. The private investment...
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Thailand, Philippines and Indonesia: Not Compelling but Relatively Low Beta in 2017 (Part 7 of 7)
Of the three, Indonesia is by far the most impacted by the rising dollar and renewed concern about the Chinese economy and financial markets. The...
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President Park Is Officially Impeached
The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....
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Asia's Export Recovery Set to Strengthen -- Although Trump's BTA and China Are Threats After October
Until 1H 2016, Vietnam was the solitary bright spot among Asia's exporters. Its export performance has remained strong in the past eight months,...
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