Malaysia: PH Is Stronger in West Malaysia, but Sabah-Sarawak May Hold Final Cards
Anwar Ibrahim will be PM by the end of November. PH will win west Malaysia comfortably, but may fall short nationally because of Borneo states....
428 Views
Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
303 Views
Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
208 Views
FX Watch: Tough times ahead for king USD?
Take-aways upfront: The USD looks to have broken the clear downtrend from Q3/Q4 last year, but the combination of rising inflation expectations...
19 Views
EM Stimulus Showdown: From Beijing with Boost to EM?
Welcome to this week’s edition of our EM-angled editorial, which comes hot on the heels of the PBOC Key Ministry Briefing. So, where better to...
157 Views