Tracking the AI Cycle : A Macro View
We provide a macro view and three indicators which investors can use to track the AI cycle. They are no where near a 1999 dot-com bubble scenario...
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China’s Bank-Centric Funding: An Under-Reported Risk
While a bank-centric funding model with a tightly run economy precludes a financial collapse, it prolongs the adjustment cycle. The current rally...
761 Views
Beyond the Current Account Deficit: What Drives the US Dollar?
As net government borrowing normalises and re-shoring efforts translate to larger inflows of FDI, the US dollar will prove to be more resilient...
485 Views
A Monetary View on US Inflation
This insight provides a monetary perspective to the current debate. As such it offers an alternative view to US inflation which has been dominated...
415 Views
Rising Ringgit, Eroding Fundamentals
For investors wanting to get a better understanding of how a country's overall balance of payments impact the level of foreign exchange reserves...
383 Views