US Demand Will Buoy Asia (Ex-China) In the Next Half-Year
ISM manufacturing new orders have been a reliable 6-month leading indicator of US demand for Asia's exports. While the magnitude of Asia's...
173 Views
Thai Politics: Referendum and Aftermath
Thailand will vote on the constitutional referendum in two weeks (August 7). Rejection, which seems more likely due to support by the two key...
198 Views
China Consumer Sentiment by Region - East China South and Central Currently Have Highest Sentiment
In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of...
199 Views
Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
186 Views
Impact of the Tribunal Ruling on China's Claims in the South China Sea
China’s claims in the South China Sea have been seriously impaired given the findings:The Permanent Court of Arbitration (PCA) for the United...
173 Views