All Eyes on Taiwan Elections
The last opinion poll before the 16th January elections shows the opposition, anti-China Democratic Progressive Party’s (DPP) presidential...
201 Views
Cross-Straits Warning Signs
China: Economic decline evident from negative data releases Industrial profits fell by 4.6% y/y in Oct 15, down from the 0.1% y/y decline in Sep...
209 Views
A more positive view of global prospects and impact on Asia: We disagree with the ADB update
There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now. Our analysis of Asia’s outlook runs...
281 Views
The Fed Just Missed Their Hiking Window
The Fed's surprising dovishness led to confusion in the markets overnight The Fed has moved the goalposts (again) on factors that would drive it...
294 Views
The Macro Take: 3...2...1... Lift-Off from the Fed!
With US equities holding up, it is three days to the first hike in close to a decade Even more important will be the language accompanying the...
270 Views