Money Matters: Short-Term Dollar Catalysts.
Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian...
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Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?
Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...
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Dawn of the Trump Era: Loy Kratong & Thematic Small Caps
In this review, we examine various factors that could affect Thai equities markets in the short to medium term post the US elections. Our thoughts...
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Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
268 Views