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...
111 Views
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...
83 Views
Indonesia: Missing Golden Opportunities
Indonesia remains attractive in the Asian region given its positive demographics. But we were left with little option after marking down three of...
106 Views
Malaysia Trailing SE Asia Breakout Cycle
This is a follow up to the Compelling Case to Buy Malaysia in order to visualize the breakout cycle that is unfolding in SE Asia and why Malaysia...
195 Views
China Upgrade
Chartonics Asia Friday 12 May 2017China upgradeAsia webcast – To view click on this link: https://www.screencast.com/t/VOUVGkK6lF 12:23 min.Korea...
289 Views