Rising Ringgit, Eroding Fundamentals
For investors wanting to get a better understanding of how a country's overall balance of payments impact the level of foreign exchange reserves...
506 Views
Industrial Production Index (IPI) - Early Gains at Risk as External Pressures Escalate
Malaysia’s Industrial Production Index (IPI) expanded by +1.5% YoY in February (Jan: +2.1% YoY), falling short of market expectations of +2.5% YoY.
304 Views
Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
415 Views
FX Watch: Tough times ahead for king USD?
Take-aways upfront: The USD looks to have broken the clear downtrend from Q3/Q4 last year, but the combination of rising inflation expectations...
204 Views
EM Stimulus Showdown: From Beijing with Boost to EM?
Welcome to this week’s edition of our EM-angled editorial, which comes hot on the heels of the PBOC Key Ministry Briefing. So, where better to...
350 Views