As Dollar Rebounds, EM and Europe Consensus Narrative Shaken
Overweight EM debt and the euro were two of the most consensus trades coming into the year, and I’ve been bearish - both are unravelling fast as...
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Indonesia: Connected
Long-time readers of Asianomics know that we are absorbed by developments in technology and how this is transforming the growth potential in Asian...
261 Views
Indonesia:Â Missing Golden Opportunities
Indonesia remains attractive in the Asian region given its positive demographics. But we were left with little option after marking down three of...
293 Views
China Upgrade
Chartonics Asia Friday 12 May 2017China upgradeAsia webcast – To view click on this link: https://www.screencast.com/t/VOUVGkK6lF 12:23 min.Korea...
437 Views
Asia Winners and Weaker Links
EEM 42 rally objectiveStrategic view: Bullish to 42 and 45.Tactical posture: Bullish from 38.80 buy in with risk to 38.50. Would be wrong below...
329 Views