100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
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Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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