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bullish
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Macroeconomics
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28 Dec 2023 03:05
Bond Market Monitor: Time to Invest in EM Bonds
We believe the US could hit recession next year. Rate cuts and a peak of a rate hike cycle plots a scenario where fixed rate bonds will be the...
Bondcritic
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693 Views
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bullish
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iShares MSCI Thailand
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29 Sep 2023 17:24
Bond Market Monitor: Prime Time Continues
Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...
Bondcritic
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462 Views
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bearish
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Macroeconomics
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19 Oct 2021 19:03
China: Succumbing to Excess Capacity in Industry and Real-Estate, & Capital Flight
China's economy was stagnant in Sep21 as FAI contracted 5.5%YoY (-3.3% in 3Q). Real GDP will decelerate to 3%YoY in 4Q21. Capital flight will...
Prasenjit K. Basu
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223 Views
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bullish
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Cross Asset Strategy
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24 Sep 2021 02:32
China Equity Strategy: Growth Slowdown Risk, Potential Monetary Stimulus
China activity indicators are weakening and missed expectations in August. We expect there will be some monetary stimulus to stabilize the economic...
Roger Xie
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396 Views
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bearish
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Macroeconomics
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21 Jul 2021 03:48
China to Decelerate: Overcapacity Weakens FAI, Capital Flight Limits Monetary Ease
Real GDP to decelerate to 5% YoY growth by 4Q 2021, as FAI (already down in 2Q2021) weakens further, and rising capital flight limits the PBOC's...
Prasenjit K. Basu
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139 Views
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