Bond Market Monitor: Prime Time Continues
Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...
580 Views
ASEAN Banks Walked Diverging Paths to Recovery Post-Pandemic
The ASEAN banking sector’s credit profile has experienced differing credit trends post the COVID-19 pandemic. Although the initial recovery in the...
116 Views
EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
618 Views
Thailand : A Judicial War Against Pita
The parliament vote to exclude Pita from the PM vote on July 19th highlights Thailand’s country risk, not understood by many analysts. The...
466 Views
Thailand : The Election Sabuy Sabuy
Thailand is in an odd situation where the collective voice of 250 appointed senators can override the whole election process.
521 Views