Emerging and Frontier Markets Roiled by MSCI Changes
Vietnam: Weight in MSCI Frontier to rise to nearly 20% with Pakistan and potentially Argentina moving to Emerging. Â This could be a major boost to...
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RRG Global Macro Insights - Could Vietnam and South Africa Surprise Us in 2017?
Could Complacency and Market Stability Last All Year? Probably Not - Position into Growth Markets Vietnam: Economy doing well on strong retail...
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President Park Is Officially Impeached
The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....
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Asia's Export Recovery Set to Strengthen -- Although Trump's BTA and China Are Threats After October
Until 1H 2016, Vietnam was the solitary bright spot among Asia's exporters. Its export performance has remained strong in the past eight months,...
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Where Will the Inflation Surprises Come From?
Where will the inflation surprises come from? Deflationary pressures are dissipating leading to an upward march of price levels worldwide. We...
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