Drivers of Asian Growth - Part 2
Part 2 of three parts examining the drivers of Asian growth looks at NICs which are Taiwan, South Korea and Singapore.Part 3 (to be posted tomorrow...
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Taiwan: Economic Woes Compounded by Difficult Cross-Strait Relations
The Taiwan economy has struggled since the global crisis, buffeted by China’s economic travails as well as weakly recovering developed...
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Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
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East Asia: Uninspired Results
Taiwan: Full-year GDP reflects China's slowdown GDP contracted 3% y/y in 4Q15, up slightly from the 0.6% y/y contraction in 3Q15 Full year growth...
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Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
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