Asian Currencies: What Inflation Differentials Show
The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this...
204 Views
Malaysia: Potential Early Elections?
The ruling UMNO party of Prime Minister Najib Razak retained its seats in two by-elections, with wider majorities than the 2013 federal election....
128 Views
Malaysia: Foreign Watchers Are Losing Faith
Moody’s downgrading of 1MDB’s credit rating an embarrassment: Moody’s removed what was the 3rd highest investment grade on 1MDB’s 5.99% 2022...
190 Views
Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
184 Views
Asian Outlook and the Implications for Monetary Policy
Export growth remains lacklustre and mostly contractionary. The only bright spots for exports are Malaysia and Vietnam, but even Malaysia’s export...
191 Views