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>In insight note <a href="https://www.smartkarma.com/insights/asia-in-an-uncertain-world-the-place-to-hide" target="_blank" data-smartkarma-citation="insights:20932">Asia In An Uncertain World - The Place to Hide</a> we concluded that now more than ever investors need to pay attention to fundamentals, hold their nerve and stay overweight Asia. Give up on trying to interpret Mr Trump’s tweeter messages to make sense of US policymaking. Don’t waste time trying to predict whether or not the12 June North Korea – US summit will go ahead and what the fallout might be. Don’t lose sleep worrying whether the world is on the brink of a trade war and we are…</p>

In insight note Asia In An Uncertain World - The Place to Hide we concluded that now more than ever investors need to pay attention to fundamentals, hold their nerve and stay overweight Asia. Give up on trying to interpret Mr Trump’s tweeter messages to make sense of US policymaking. Don’t waste time trying to predict whether or not the12 June North Korea – US summit will go ahead and what the fallout might be. Don’t lose sleep worrying whether the world is on the brink of a trade war and we are…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Asian Profit And Investment Cycles - Taking Comfort Despite Grey Hairs