Smartkarma: ECM Coverage Weekly Update (30 June 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. This week has been...
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BoP Shortfall: From Strong Net Imports to Hefty Net Financial Outflows
The 1Q18 balance of payments (BoP) deficit of 1.6% of 1Q GDP downplayed the current account shortfall (-0.3% of 1Q GDP) as the fundamental reason...
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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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The MB Hikes Its Policy Rate Again Amid Slumping PHP
The MB’s second, consecutive 25bp hike. In its policy meeting yesterday (June 20), the Monetary Board (MB) of the Bangko Sentral ng Pilipinas (BSP)...
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Why PHP Beyond 53 May Not Move BSP's Policy Rate
Executive Summary: The Monetary Board (MB) would react to a stronger USD only if it aggravates inflation expectations (IE) in succeeding quarters...
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