Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
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Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
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Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
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Indo Macro: Are We Cleared to Land?
Amid the uncertain global investing backdrop, we take a close look at Indonesia's macro resilience. A trip down the memory lane suggests that...
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Globalizing China's Imbalances, Part III: Trade Recession and Its Sufferers
During China's trade recession, its trade surplus widened between May 2014 and August 2016 -- hurting trading partners, as China's imports...
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