Chinese Companies Going Abroad & The International Corruption Regulatory System
What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run...
173 Views
Schroders & BOT on Trump/Asia
As UOB's wealth management client, we were invited to their "US elections - Investment Direction" Seminar today. Granted, not the whole...
189 Views
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...
148 Views
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...
203 Views
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...
205 Views