Indonesia: The Recovery Is Here, and Will Be Aided by More Monetary Easing
Non-oil/gas exports and imports, the missing element in Indonesia's economic recovery, jumped on the growth bandwagon in August, as cement and car...
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China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
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Rousseff Removed From Office - Implications For Brazil Investors - Video of Interview and Insights
Dilma Rousseff removed from office in strong 61/20 vote but not banned from politics. Good news in the near-term for Brazil as currency and equity...
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Whatever Happened to BRICS?
Until recently the grouping of Brazil, India, China, Russia - and later South Africa - under the rubric of BRICS seemed to make sense. Now, as...
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Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit
Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging...
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