Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
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Constitution Conundrum as the Economy Recovers
Thailand’s economy continued on its upswing, with private consumption and investment levels keeping at robust levels while fiscal expenditure...
193 Views
Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
180 Views
Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
1.6k Views
Thailand: Clearer Signs of a Turnaround - Upside Surprise Likely
Thailand looks set for a robust upswing after having bottomed in late-2015 (in line with the Centennial Asia Advisors view in the 9 November and 7...
204 Views