Persistent Weakness of the Bangko Sentral's FX Reserves
Shedding value. The countryâs BoP shortfall (US$2bn in Jan-May) lowered the gross international reserves (GIR) of the Bangko Sentral ng Pilipinas...
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Surging Annualized Inflation in June
Executive Summary:Â Higher than expected inflation in June can be traced to more of the same price catalysts with base effect in play. But it's the...
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Smartkarma: ECM Coverage Weekly Update (30 June 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. This week has been...
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BoP Shortfall: From Strong Net Imports to Hefty Net Financial Outflows
The 1Q18 balance of payments (BoP) deficit of 1.6% of 1Q GDP downplayed the current account shortfall (-0.3% of 1Q GDP) as the fundamental reason...
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Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
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