Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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Thailand: Dodging A Bullet
The US Treasury's latest semi-annual report on currency manipulation ignored Thailand. The authorities in Bangkok must be breathing a sigh of...
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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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