Political Harmony in the Year of Reform
Today, the military government proclaimed 2017 as Thailand's Year of Reform and Reconciliation. Now, reform is easy to understand. They have more...
258 Views
Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
246 Views
Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
372 Views
Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
276 Views
Indo Macro: Are We Cleared to Land?
Amid the uncertain global investing backdrop, we take a close look at Indonesia's macro resilience. A trip down the memory lane suggests that...
339 Views