The Philippines: High Growth Rates Depend on Policy Direction and Politics
The Philippines is cementing itself as Southeast Asia's fastest growing economy - posting 7.3% y/y growth. Strong domestic demand, a flourishing...
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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...
160 Views
Softer September with a Stronger USD
September weakness is viewed as a buying opportunity near ideal S&P support at 2,120. Weakness falls within corrective parameters as long as we...
171 Views
Credit and FAI Set to Decelerate as Capital Outflows Resume Rising
China has had the biggest monetary expansion in world history over the past 8 years, but ran into the "marginal futility of new money" in June...
201 Views
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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