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>The renminbi, rupee, peso and rupiah are getting hammered but currencies across Asia ex Japan have lost value against the mighty US dollar over the last few weeks. Even the Hong Kong dollar has fallen to the weak end of the HK$/US$7.75-7.85 trading band.</p><p> Currency markets are as we know notoriously volatile. At the best of times a month or two of data do not constitute a trend, let alone a few weeks/days of market action. There are several questions investors need to ask themselves before…</p>

The renminbi, rupee, peso and rupiah are getting hammered but currencies across Asia ex Japan have lost value against the mighty US dollar over the last few weeks. Even the Hong Kong dollar has fallen to the weak end of the HK$/US$7.75-7.85 trading band. Currency markets are as we know notoriously volatile. At the best of times a month or two of data do not constitute a trend, let alone a few weeks/days of market action. There are several questions investors need to ask themselves before…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Karachi Stock Exchange Kse100 Index (KSE100 INDEX)

Asian Currencies - Only Rupee, Rupiah & Peso Weakness Justified