Korea: Still on Track to Cut Rates and Ease Mercantilist Surpluses
We continue to expect another rate cut from the BoK at its next policy meeting, given that inflation remains low (0.7% YoY CPI inflation), and the...
162 Views
US Demand Will Buoy Asia (Ex-China) In the Next Half-Year
ISM manufacturing new orders have been a reliable 6-month leading indicator of US demand for Asia's exports. While the magnitude of Asia's...
174 Views
East Asia: Improvements in Korea and Taiwan
South Korea: Outlook improves on bigger stimulus, firming consumption GDP expanded 3.2% y/y in 2Q16, up from 2.8% in 1Q16, led by private...
153 Views
Firm Equities as USD Turn Bearish
Chartonics weekend webcast Sunday 31 July 2016*Due to travel this is a condensed update. Our regular weekly publication will resume need week.Firm...
172 Views
Thai Politics: Referendum and Aftermath
Thailand will vote on the constitutional referendum in two weeks (August 7). Rejection, which seems more likely due to support by the two key...
199 Views