Prayuth Accomplishes a Clear-Cut Victory, Assuring Stability (If Not Rapid Growth)
After 18 years, the Thai (military) establishment has finally tamed Thaksin Shinawatra in the 2019 election, the first one since 2001 in which a...
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Thailand: Elections Are Not Irrelevant; This One Too Pits Faster Growth Vs. Military "Stability"
Thailand remains the only Asian economy in which fixed investment spending has yet to return to the pre-AFC peak of 1996. The only years in which...
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Asian Credit Monitor: The Pad Thai Election
We expect the upcoming March 24th general election in Thailand to be the first step toward a check-and-balance system but also see this election...
600 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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