Asian Exports - Power Ahead Lifted By China Demand
Its an open war on trade and it is global. In Asia, China maybe the main target of Mr Trump’s tariff war but that has not stopped Korea, Taiwan,...
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Asian Currencies - Only Rupee, Rupiah & Peso Weakness Justified
The renminbi, rupee, peso and rupiah are getting hammered but currencies across Asia ex Japan have lost value against the mighty US dollar over the...
424 Views
Summer Blues - Asian And The EM-6 Crises
I have the blues. Summer has finally arrived, even in London. Markets should be quiet. We should be packing our sun screen, books and swimming togs...
89 Views
Asian Profit And Investment Cycles - Taking Comfort Despite Grey Hairs
In insight note Asia In An Uncertain World - The Place to Hide we concluded that now more than ever investors need to pay attention to...
94 Views
Hong Kong Economy & Peg - What China Slowdown? What Threat?
Hong Kong has been making the headlines. The gap between Hong Kong money market rates and US rates has led to a bout of currency weakness as...
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