Thailand: Economy Gets a Boost; but the King Ails
Lacklustre trade performance: Exports fell 7.6% y/y in Apr 16, down from a decline of 1.0% in Mar 16. Imports fell 13.4% y/y in April, down from...
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Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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Thailand: Approaching a Crucial Turning Point
In the past month, the Royal Palace has issued two bulletins regarding the health of the King who has not been seen in public since January. One,...
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Thailand: Effervescent Economy but Estranged Politics
Thailand: Economic upswing reaffirms growth momentum but politics more uncertain The Thai economy garnered greater momentum as it steamed ahead....
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Asian Outlook and the Implications for Monetary Policy
Export growth remains lacklustre and mostly contractionary. The only bright spots for exports are Malaysia and Vietnam, but even Malaysia’s export...
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