Thailand: Elections Are Not Irrelevant; This One Too Pits Faster Growth Vs. Military "Stability"
Thailand remains the only Asian economy in which fixed investment spending has yet to return to the pre-AFC peak of 1996. The only years in which...
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Asian Credit Monitor: The Pad Thai Election
We expect the upcoming March 24th general election in Thailand to be the first step toward a check-and-balance system but also see this election...
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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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