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....
839 Views
Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
629 Views
This Week in Macro: US Midterms, FOMC/RBNZ/RBA -Â Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
480 Views
MYR on Track to Reach 4.25
MYR (USDMYR CURNCY) continues to exhibit a strong uptrend that supports our macro view toward 4.25 in line with our original insight MYR 4.08 Pivot...
345 Views
Malaysia: Can Mahathir Let Go - The Corporate Sector and the Game of Patronage
The major political event in the emerging market universe over the past month has undoubtedly been the victory of the four-party Pakatan Harapan...
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