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.

Thematic (Sector/Industry)

<p>The strength of the US dollar is a concern that is unlikely to go away any time soon. Understandably. Global US dollar purchasing power has been eroded and Asian export performance, economic activity and corporate profitability adversely affected. 1H19 has been tough for Asian countries and companies alike. Despite this underlying fundamentals remain strong. Asian policymakers too have the flexibility to ease monetary and fiscal policy which they are doing. We remain cautiously optimistic that Asia has enough inbuilt resilience to ride out these uncertain times.</p>

The strength of the US dollar is a concern that is unlikely to go away any time soon. Understandably. Global US dollar purchasing power has been eroded and Asian export performance, economic activity and corporate profitability adversely affected. 1H19 has been tough for Asian countries and companies alike. Despite this underlying fundamentals remain strong. Asian policymakers too have the flexibility to ease monetary and fiscal policy which they are doing. We remain cautiously optimistic that Asia has enough inbuilt resilience to ride out these uncertain times.

Putting The Strong Dollar In Perspective