Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>The final quarter for 2018 was a tough one for investors and exporters alike. 2019 got off to a weak start as well. The worst is behind though. Recent macroeconomic indicators suggest that the global economy is not only stabilising but reviving.  The outlook for Asian exports and manufacturing is brightening. We are bullish about the region and expect 2019 to be a better year than 2018 for Asian countries, companies and investors</p>

The final quarter for 2018 was a tough one for investors and exporters alike. 2019 got off to a weak start as well. The worst is behind though. Recent macroeconomic indicators suggest that the global economy is not only stabilising but reviving.  The outlook for Asian exports and manufacturing is brightening. We are bullish about the region and expect 2019 to be a better year than 2018 for Asian countries, companies and investors

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Asia - Outlook Brightens