Black Swans, Paradigm Shifts, and Other Ideas
We attended two events hosted by the CFA Society of Thailand last week. One was presented by Port Shelter's Richard Harris and the other involved a...
215 Views
Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive
Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash...
219 Views
The Prospects for Pension Reform in China
China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of...
180 Views
Global Competitiveness Index 2016: Winners and Losers in Asia
India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding...
157 Views
Looking Beyond the Fed: Is Demand for Asian Exports Picking Up?
Asian economies are more likely to be resilient to the Fed’s rate increases if global demand is growing. Indeed, in light of a brighter trade...
156 Views