Inflation Outlook: Watch for Upside Surprises in Asia
Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these...
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Iskandar's Faltering Growth Story
Following the debilitating effects of the Asian Financial Crisis and the 2008 Financial Crisis, Malaysia struggled to regain the rapid economic...
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Singapore: Growth to Remain Sluggish Despite Improved Data and Waning Deflation
3Q16 growth upwardly revised: GDP rose 1.1% y/y in 3Q16, down from 2.0% in 2Q16 but higher than the earlier estimate of 0.6%. Improvements in the...
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Animal Spirits™: Singapore Earnings Undermined by Unit Labor Costs, Trade, & Trump - Underweight!!!
Executive Summary Singapore Earnings Disappointment Not Only About Trade and Trumpian Policies Domestic Policy Has Driven Up Unit Labor Costs,...
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How Have Risks for Asia Changed Recently?
A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook...
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