Fear Prospective Macro Balance Sheet 'Downsizing' Rather than Rate Hikes
In light of the local stock market index shedding nearly 150pts intra-day following resumption of global risk off (1/30), we assess the potential...
120 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
Too Much of Good Thing: Philippines Faces Some Hard Policy Choices
For the last five years we had been positive about the Philippines (starting with Asianomics Country Report No. 3/2012, All In on Noy-Noy, 19...
164 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...
296 Views
Asia Winners and Weaker Links
EEM 42 rally objectiveStrategic view: Bullish to 42 and 45.Tactical posture: Bullish from 38.80 buy in with risk to 38.50. Would be wrong below...
171 Views