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...
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Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
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India: Upside Surprise Likely in Growth
Delayed monsoon withdrawal: La Nina weather conditions are causing a delayed monsoon withdrawal in India. The Indian Meteorological Department...
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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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India: Structural Reforms to Unlock Higher Rates of Growth
The Indian economy's upward trajectory saw a moderation in 2Q16. However, with cyclical indicators firming, growth is likely to come in above 7%...
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