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><strong>Intra-Asian economic, trade and capital linkages have strengthened, especially since the global financial crisis. Asian businesses are already focused on the fastest growing markets in the world. We believe rising US protectionism could prove a powerful catalyst for Asian companies to expand regionally, for Asian countries to set aside historical differences and deepen cooperation and for China to push ahead with BRI faster. If this was to happen it would accelerate regional integration and in the process throw up exciting new opportunities for investors. </strong></p>

Intra-Asian economic, trade and capital linkages have strengthened, especially since the global financial crisis. Asian businesses are already focused on the fastest growing markets in the world. We believe rising US protectionism could prove a powerful catalyst for Asian companies to expand regionally, for Asian countries to set aside historical differences and deepen cooperation and for China to push ahead with BRI faster. If this was to happen it would accelerate regional integration and in the process throw up exciting new opportunities for investors. 

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Karachi Stock Exchange Kse100 Index (KSE100 INDEX)

Asia's Response To Mr Trump - Accelerated Regional Integration? (Part I)