Postcard from HK <> SG | "The Frog in the Well"
Engaged in valuable interactions with analysts and portfolio managers with an objective to understand views on India & grasp regional markets.
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Bank of the Philippine Islands – No Free Pass
*Falling Very Short: Bank of the Philippine Islands (BPI.PM) [BPI] reported 2Q20 results of PHP 5.3 bn – missing consensus by 15% and falling short...
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Fears of US-China Currency War and Flagging Global Growth Fuel Monetary Easing in EM
On 5 August, the Chinese currency finally broke the psychological threshold of 7 vs. USD. Later on the same day, the US State Department...
430 Views
Philippines: No Dovish Pivot in the Monetary Board's Latest Meeting
The anticipated cut in the bank reserve ratio didn’t materialize in the latest Monetary Board (MB) meeting--the first one chaired by newly...
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Philippines: El Niño's Comeback - How Bad?
With SST (sea surface temperature) in the Pacific past 26oC, El Niño’s comeback is highly likely. Past occurrences of severe El Niño was isolated...
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