RRG Global Macro Weekly - Tech, Trade and Talks Dominate Markets - Focus on Strong Fundamentals
Smaller Distractions Rather Than Major Storms - Opportunities in Asia Russia: Lowered its benchmark one-week repo rate by 25bps to 7.25% on March...
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Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
340 Views
Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
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Riedel CNBC Interview - Top Picks in Asia, Outlook for Tech and Trade
Outlook for Asian markets We are very positive on Asia at this time. Continued growth in intra-Asia trade supported by wide-spread business...
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Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
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