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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Korea Stock Market Monthly Recap #8 - (November 2016)
November was dominated by politics driving the capital markets both in Korea and the US. The Choi Soon Shil scandal rocked Korean politics and put...
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Chinese Companies Going Abroad & The International Corruption Regulatory System
What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run...
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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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Black Swans, Paradigm Shifts, and Other Ideas
We attended two events hosted by the CFA Society of Thailand last week. One was presented by Port Shelter's Richard Harris and the other involved a...
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