Thailand, Philippines and Indonesia: Not Compelling but Relatively Low Beta in 2017 (Part 7 of 7)
Of the three, Indonesia is by far the most impacted by the rising dollar and renewed concern about the Chinese economy and financial markets. The...
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President Park Is Officially Impeached
The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....
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Asia's Export Recovery Set to Strengthen -- Although Trump's BTA and China Are Threats After October
Until 1H 2016, Vietnam was the solitary bright spot among Asia's exporters. Its export performance has remained strong in the past eight months,...
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Where Will the Inflation Surprises Come From?
Where will the inflation surprises come from? Deflationary pressures are dissipating leading to an upward march of price levels worldwide. We...
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How Much Risk Does the US Pose to Asian Economies?
There is one clear upside and two potential downsides from the current trajectory of policy and economic activity in the US.First, the economy...
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