Emerging Market Equities in 2017; Key Issues to Monitor by Market (Part 1 of 7)
In this series of reports, we focus on the major sovereign and corporate governance drivers of the individual emerging markets. As usual the...
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Taiwan: Export-Led Recovery and Inflation Herald Higher Policy Rate
- With exports up 14% YoY in December (and 11.7% YoY in 4Q 2016), Taiwan's real GDP is likely to have accelerated to over 3% YoY growth in the last...
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China Seeks to Reshape the Asia-Pacific Security Order
China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered,...
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Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
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Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
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