Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>Each day brings another set of news headlines that adds to uncertainty. One moment Italy is on the brink of forming a new government, the next it is going to the polls. The threat that another election could well become a vote on whether or not Italy stays in the single currency area has Germany and France on tenterhooks. Meanwhile the Iran nuclear deal is dead as much as Europe is trying to persuade itself otherwise.  The fallout is just beginning to be felt. That and the shift of the US…</p>

Each day brings another set of news headlines that adds to uncertainty. One moment Italy is on the brink of forming a new government, the next it is going to the polls. The threat that another election could well become a vote on whether or not Italy stays in the single currency area has Germany and France on tenterhooks. Meanwhile the Iran nuclear deal is dead as much as Europe is trying to persuade itself otherwise.  The fallout is just beginning to be felt. That and the shift of the US…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Asia In An Uncertain World - The Place to Hide