Market volatility has been seesawing so far in August as various events have fuelled talk of global recession. While we […]
The recent tumble and sell-off across Argentina assets on concerns over a shift to a populist regime that could rumble […]
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
The International Monetary Fund (IMF) recently released its updated global economic forecasts, contending that ‘the recovery in global growth is […]
Since late March 2016, the People’s Bank of China (PBoC) has set the reference US dollar renminbi exchange rate (CNY) […]
A growing number of investors have become increasingly concerned as of late that central bankers are fast running out of […]
On 17 March 2016, Bank Indonesia cut rates for the third consecutive month, taking advantage of the strengthening rupiah and […]
Despite signs of the People’s Bank of China (PBoC) slowing down the process of capital account liberalisation (as I argued […]
Dismal risk asset performance in recent weeks has some investors questioning whether weakening global growth expectations warrant lower asset prices […]
The end of the year is often a time of lists. It is also a time to look back as […]
For Indonesia, the signs of economic recovery are flashing now that the government has launched five stimulus packages, while the rupiah has gained.
Greece is becoming cautiously opptimistic as Alexis Tsipras eases out former Finance minister, Yannis Varoufakis, replacing him with Euclid Tsakalatos.
Anxiously watched by markets, the decision was taken by the Fed not to hike rates at the September FOMC meeting, despite recent economic improvements.
We believe the relative attractive valuation for Asian equities provides downside support and positions Asia in a “sweet spot”. External factors also play a role.
We are more than a quarter of the way into the year which has promised much in the way of […]