ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
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China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
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Thai Market Strategy Update: The Second Wind
The Thai market has received its much warranted correction. We believe the next entry point is in the 1400-1420 range for the SET index, and this...
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Terrorism Risks Rise in Southeast Asia
Philippines: IS-linked Abu Sayyaf on offensiveConflict in the southern Philippines has escalated. A massive bomb killed 14 and injured 71 people in...
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Thailand: Turnaround in Fortunes Should Persist for the Rest of 2016
The economy in Thailand continues to firm, supported by tourism and a recovering farm sector. However, fiscal largesse has moderated while exports...
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