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>I have the blues. Summer has finally arrived, even in London. Markets should be quiet. We should be packing our sun screen, books and swimming togs to go away. No such luck. Personally, I blame Mr Donald Trump for keeping us shackled to our computers – watching and waiting for the next bombshell to drop, And then there are the deepening crises in Turkey, Argentina and Venezuela and brewing troubles in Brazil, Mexico and South Africa (the EM6), which together with rising US interest rates and a…</p>

I have the blues. Summer has finally arrived, even in London. Markets should be quiet. We should be packing our sun screen, books and swimming togs to go away. No such luck. Personally, I blame Mr Donald Trump for keeping us shackled to our computers – watching and waiting for the next bombshell to drop, And then there are the deepening crises in Turkey, Argentina and Venezuela and brewing troubles in Brazil, Mexico and South Africa (the EM6), which together with rising US interest rates and a…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Summer Blues - Asian And The EM-6 Crises