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China Treasury (CHINA GOVT)
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bearish
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Macroeconomics
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14 May 2020 18:25
Asian Corporate Debt
As lockdowns begin to ease in the US and Europe, the flow of macroeconomic data is worsening, hinting at the economic pain to come. Asian companies...
Sharmila Whelan
250 Views
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bearish
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Macroeconomics
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21 Apr 2020 01:04
Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession
Although real GDP contracted 6.8% YoY in 1Q, FAI grew slightly and imports and industrial output barely declined YoY in March after a massive RMB...
Prasenjit K. Basu
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273 Views
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bullish
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Macroeconomics
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09 Apr 2020 21:58
Pakistan: Shaken, Not Stirred
We are bullish about Pakistan’s future even though the short-to-medium term economic outlook is clouded by the pandemic. Globally, the coronavirus...
Sharmila Whelan
324 Views
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bearish
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Macroeconomics
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03 Apr 2020 20:19
India & Covid-19 – Modi’s Knee Jerk Reaction Costs the Poor and Businesses
The prospects of an outright recession are very real. Mr Modi’s 21-day lockdown was ill-conceived and has left India’s already enfeebled economy in...
Sharmila Whelan
558 Views
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bullish
•
Macroeconomics
•
28 Mar 2020 00:16
Costs of and Response to COVID-19
As the epicentre of the coronavirus pandemic shifts from Europe to the US and the number of deaths and infection cases reach new highs, the costs...
Sharmila Whelan
352 Views
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