Asia Trade & Growth - Separating Facts From Noise
News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global...
465 Views
EM External Debt Sustainability Scoreboard - Asia Stands Out
Concerns about Asian external debt sustainability and corporate foreign currency leverage are overblown. If investors are worried about the EM6...
605 Views
Asian Exports - Power Ahead Lifted By China Demand
Its an open war on trade and it is global. In Asia, China maybe the main target of Mr Trump’s tariff war but that has not stopped Korea, Taiwan,...
560 Views
Asian Currencies - Only Rupee, Rupiah & Peso Weakness Justified
The renminbi, rupee, peso and rupiah are getting hammered but currencies across Asia ex Japan have lost value against the mighty US dollar over the...
561 Views
Summer Blues - Asian And The EM-6 Crises
I have the blues. Summer has finally arrived, even in London. Markets should be quiet. We should be packing our sun screen, books and swimming togs...
179 Views