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bullish
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Macroeconomics
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30 Oct 2020 18:31
Taiwan- Destined To Outperform
Our money is on Taiwan. The pandemic is behind, the economy is rebounding faster than anticipated. Underlying fundamentals are supportive of the...
Sharmila Whelan
329 Views
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bearish
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Macroeconomics
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20 Oct 2020 20:41
CHINA: Recovery Vs. Rising Systemic Risk
China's Q3 update has a recovery story that comes with inflating bubble yet again. This is the first of a series on China macro and rising default...
Bondcritic
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250 Views
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bullish
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Macroeconomics
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16 Oct 2020 19:53
India - Pushing Ahead with Reforms
India is between a rock and a hard place. However, the government’s latest labour market and agriculture reforms have laid the foundations for a...
Sharmila Whelan
355 Views
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bearish
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Macroeconomics
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09 Oct 2020 23:22
Asian Exports & Covid - Best Is Behind
Economic disruptions due to Covid-19 reduced global US dollar purchasing power by US$3.8trn in the first half of the year. Compared with advanced...
Sharmila Whelan
361 Views
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bearish
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Macroeconomics
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19 Sep 2020 12:06
China: Speeding up Data Integration to Solve the Dilemma of SME Financing Relief Policies
Fudan-Ping An Research Institute for Macroeconomy
Ping An - DERC
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403 Views
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