Where to Hide when PH Gains a Narrow Win Amid PAS Marginalisation and UMNO Infighting
If our long-standing non-consensus call that the opposition PH will win a slim parliamentary majority does pan out, how should investors position...
261 Views
Malaysia GE14 Update (4): Close Battle but Momentum Swings to PH for Now
Mahathir making headway: The latest Merdeka Center poll shows that support for the opposition alliance, Pakatan Harapan (PH), amongst Malay...
180 Views
Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
132 Views
Malaysia: Gerrymandering, Disqualification of Opposition Candidates; but Still Advantage Anwar
Malaysia's 14th General Election, to be held on May 9th, will be the most competitive ever. In the absence of cheating, we expect the main...
117 Views
EM FX Leading a Broader USD Cycle Low in Asia
We have made a case that EM FX is kicking off a cycle that will lead a USD key low in Asia stemming largely from the leading cycle in the TRY...
110 Views