Export-Led Recovery to Spur Industry's Many Pockets of Strength
Here at last comes Make in India, and the world's fastest-growing major economy is set for a cyclical acceleration in September 2016-March 2017....
217 Views
US Demand Will Buoy Asia (Ex-China) In the Next Half-Year
ISM manufacturing new orders have been a reliable 6-month leading indicator of US demand for Asia's exports. While the magnitude of Asia's...
169 Views
India: Cyclical Upturn in the Offing
There are increasing signs that the Indian economy could enjoy higher growth rates. A strong monsoon season will boost investment activity and...
139 Views
China Consumer Sentiment by Region - East China South and Central Currently Have Highest Sentiment
In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of...
191 Views
Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
181 Views