HKEX's Sustainable and Green Exchange Is a Great Plan With Huge Potential, Now It's Time to Execute
The launch of HKEX's Sustainable and Green Exchange (STAGE) is a big deal. It is not about near-term earnings upside. You can forget about that....
362 Views
India, Indonesia and the Philippines Racing to Cut: What a Difference a Year Makes
Rewind the tape to the first quarter of 2018 and the concerns in Asia surrounded exchange rate weakness and rising consumer price inflation (which...
298 Views
RBI, Inflation Targeting and Disinflation
Central banks inflation targeting policy makes more sense in emerging markets than developed markets where the threat of high price inflation is...
294 Views
Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
390 Views
India's Bad Debts Are a Festering Sore
If India's demonetisation decision in November 2016 (see Insight, India’s Demonetisation – The Road to Hell) was ill-advised, then the failure to...
444 Views