Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
266 Views
Impact of the Tribunal Ruling on China's Claims in the South China Sea
China’s claims in the South China Sea have been seriously impaired given the findings:The Permanent Court of Arbitration (PCA) for the United...
243 Views
Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
1.2k Views
Vietnam: The Last Remaining East Asian Export Champion Is a Stable Bet
Create a little niche in your portfolio for Vietnam. The Dong's stability is assured by sustained export strength and a solid current account...
292 Views
Asian Outlook and the Implications for Monetary Policy
Export growth remains lacklustre and mostly contractionary. The only bright spots for exports are Malaysia and Vietnam, but even Malaysia’s export...
263 Views