Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
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Emerging ASEAN: Sideshow to North Asia but More Limted Downside
Philippines (overweight): a likely outperformer if tech and commodities correctMain ConclusionsThe Philippines appears to be the most expensive...
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The Week that Was in ASEAN@Smartkarma - Diggers, Towers and Kitchens
The Week that Was in ASEAN@Smartkarma The past Easter week has been an especially productive one in [email protected] have an insight on heavy...
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War in Syria: Return to Inflation?
Kaboom! Since his rise to the Presidency, Trump has had a hard time implementing reforms related to immigration, healthcare, and taxes, but one...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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