USD Reprieve, but a Lot to Prove, NZD Facing Economic and Political Headwinds
USD had a reprieve so far this week after hitting new lows for the year last week. However, EM currencies, in particular, have held most of their...
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Global: World Trade Still Buoyant
The global economy remains healthy, even robust. That is the clear message of the latest, recently released CPB data that show world trade volumes...
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Populist Pandering Hurts the Dollar; Emerging Markets Powering On
USA politics appears to be descending steadily into a quagmire of dysfunction, contributing to a weaker and more uncertain US economic outlook. ...
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US: Manufacturing Boom!
While markets have focused on the slight miss in the headline number, the real message of the August labour market report was that the...
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The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
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