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...
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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
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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...
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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...
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Malaysia: Rate Cut by Mar'24, Lower Fiscal Deficit to Spur Cyclical Recovery in 2024
PM Anwar's 1st year has been disappointing, with sluggish growth & net outflows of FPI. But inflation abated, so policy rate is set to decline....
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