Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
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Singapore: Near-Term Turnaround for the Economy?
There are nascent signs that some sectors are turning around. Industrial production has reversed its decline, real incomes have risen, tourists...
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Asian Currencies: What Inflation Differentials Show
The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this...
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Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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Singapore: Forewarning of Further Problems
Hopes raised by slightly better than expected GDP and industrial growth but... Expectations exceeded, growth outlook not promising: GDP growth was...
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