EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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Different Strokes: India Versus Indonesia
This week, as both India and Indonesia celebrate their independence day, we are stuck by how similar drivers in these economies are and despite the...
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Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
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As Dollar Rebounds, EM and Europe Consensus Narrative Shaken
Overweight EM debt and the euro were two of the most consensus trades coming into the year, and I’ve been bearish - both are unravelling fast as...
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Indonesia: Connected
Long-time readers of Asianomics know that we are absorbed by developments in technology and how this is transforming the growth potential in Asian...
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