In today’s briefing:
- CX Daily: Why Fewer Criminal Appeals Cases Are Getting Heard in China
- Thailand : The Empire Strikes Back
- The Week That Was in ASEAN@Smartkarma – Grab’s Win, ROTI Oven Ready, and Top Thai Picks
- EUR Inflation Watch – It’s all about energy and food
- M1 Nugget: European money growth = ouch!
CX Daily: Why Fewer Criminal Appeals Cases Are Getting Heard in China
- Law /In Depth: Why fewer criminal appeals cases are getting heard in China
- BRICS /: BRICS invites six nations to join as expansion moves into focus
- Nuclear /: China suspends imports of all Japanese aquatic products
Thailand : The Empire Strikes Back
- Thailand has finally had Mr. Sretha Thavisin as the 30th Prime Minister (PM) of Thailand on 22-August.
- The PTP decided to betray its voters to cross the aisle to join the conservative side.
- We believe the potential surge in the Thai stock performance should be the time to de-risk.
The Week That Was in ASEAN@Smartkarma – Grab’s Win, ROTI Oven Ready, and Top Thai Picks
- The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia.
- The past week saw insights on Grab Holdings (GRAB US) post results, PT Nippon Indosari Corpindo (ROTI IJ), Bangkok Dusit Medical Services (BDMS TB), and Boustead Holdings (BOUS MK).
- There were also insights on UMW Holdings (UMWH MK), Kkb Engineering (KKB MK), Genting Bhd (GENT MK), and XL Axiata (EXCL IJ) plus Dr. Andrew Stotz’s top picks in Thailand.
EUR Inflation Watch – It’s all about energy and food
- Hello everyone, and welcome back to our usual inflation outlook for the Euro Area inflation
- The format will – as always – be short and sweet with loads of charts so you will be well prepared for the upcoming inflation report.
- The HICP measure in Europe has already started turning deflationary in last month’s report for July (although typical in July due to NSA numbers), with Energy as the main driver on the back of falling Natural Gas prices.
M1 Nugget: European money growth = ouch!
- We track money growth notoriously at Steno Research and use the growth of money as a forward-looking guiding star for asset allocation.
- We just received the latest monthly money trends from Europe and they look outright abysmal.
- Money trends are now negative across M1, M2 and M3 on both a monthly, quarterly and yearly basis in Europe and trends are intensifying.
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