China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
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China's Growing Non-Military Militia in the South China Sea
China has deliberately chosen to use non-military fishermen militias in its growing conflicts in the South China Sea. Fishermen, coastguards - what...
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Terrorism Risks Rise in Southeast Asia
Philippines: IS-linked Abu Sayyaf on offensiveConflict in the southern Philippines has escalated. A massive bomb killed 14 and injured 71 people in...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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The Philippines: High Growth Rates Depend on Policy Direction and Politics
The Philippines is cementing itself as Southeast Asia's fastest growing economy - posting 7.3% y/y growth. Strong domestic demand, a flourishing...
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