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>News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global economy. Add to this rising US interest rates, elevated global oil prices, the re-instatement of US sanctions on Iraq and the deepening currency crisis in Turkey and there is really no shortage of bad news. Markets are jittery is say the least. Investors need to ignore what is simply noise and focus on facts and reality. Lets go through what we do…</p>

News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global economy. Add to this rising US interest rates, elevated global oil prices, the re-instatement of US sanctions on Iraq and the deepening currency crisis in Turkey and there is really no shortage of bad news. Markets are jittery is say the least. Investors need to ignore what is simply noise and focus on facts and reality. Lets go through what we do…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Asia Trade & Growth - Separating Facts From Noise