Tsai Ing-Wen's Landslide Win Crowns the NIE-Champ Economy, and Is a Slap for Xi
Taiwan remains ideally positioned to benefit from trade diversion from China, a gradual rebound in the global semiconductor cycle, and the...
504 Views
Trump Is Winning the Trade War Vs China Hands Down, but Vietnam & Taiwan Win Too
In Jan-Oct 2019, the US bilateral trade deficit with China declined by 14.6% YoY (US$50bn) as tariffs began to bite, and US exports to China...
926 Views
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....
901 Views
RRG Global Macro Weekly - Dramatic Brexit Defeat A Positive for Markets? We Are Not So Sanguine
The dramatic defeat of PM May's Brexit arrangement with the EU was seen by the markets as a positive development. Apparently the markets believe...
677 Views
Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
490 Views