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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Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive
Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash...
219 Views
Diverging Fortunes Among East Asian Exporters
South Korea: Economy slows as headwinds continue to hit Economy slows in 3Q16. GDP grew 2.7% y/y in 3Q16, down from 3.3% in 2Q16. Government...
157 Views
The Prospects for Pension Reform in China
China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of...
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