Asia's Export Recovery Set to Strengthen -- Although Trump's BTA and China Are Threats After October
Until 1H 2016, Vietnam was the solitary bright spot among Asia's exporters. Its export performance has remained strong in the past eight months,...
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Where Will the Inflation Surprises Come From?
Where will the inflation surprises come from? Deflationary pressures are dissipating leading to an upward march of price levels worldwide. We...
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How Much Risk Does the US Pose to Asian Economies?
There is one clear upside and two potential downsides from the current trajectory of policy and economic activity in the US.First, the economy...
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US and China Push Their Respective Envelopes
South China Sea: US and China remain the key despite ASEAN efforts US blows hot and cold with China: Despite US Secretary of State Tillerson’s...
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Taiwan: Risks Rising but Remains Relatively Attractive (Part 5 of 7)
The overweight position in Taiwan has continued to work throughout 2016 and we stay with it, though only in default of more compelling alternatives...
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