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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Singapore: Robust 4Q 2016, But...
As we have been expecting for several months ( Singapore: The Gloom & Doom Is Overdone, Why Singapore Is Beating the Gloomy Consensus), exports...
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Singapore: Export Growth Beginning to Offset Lacklustre Domestic Economy
Turnaround in exports in Nov 16: Non-oil domestic exports (NODX) grew 11.5% y/y in Nov 16, up significantly from a decline of 12.0% in Oct 16....
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US-China Relations Enter a More Dangerous Phase
China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong...
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