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)...
92 Views
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...
118 Views
Job Creation/Growth Priorities Dictate the Unemployment-Inflation Tradeoff
TRAIN (Tax Reform for Acceleration and Inclusion) in play and the government’s BBB (build, build, build) strategy are strong assurances of an...
82 Views
Philippines - Too Hot Money and Credit
We have been warning about the torrid rate of growth in Philippines money and credit aggregates for quite some time and we are distressed to note...
172 Views