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...
146 Views
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. ...
135 Views
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...
327 Views
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...
177 Views
US: GDP Nuggets
The revised Q2 GDP data contain a number of interesting and important features that may have flown under investors' radar and, more broadly, offers...
99 Views