Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Prasenjit K. Basu
Chief Economist & Political Strategist
•
CrossASEAN Research
Location:
Singapore
Joined:
18 May 2016
424
Insights
128.3k
Views
179
Followers
Multi-Asset
•
Macroeconomics
•
Cross Asset Strategy
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Macroeconomics
•
21 Aug 2024 17:57
China: Growth Inevitably Set to Flag as All Monetary Easing Proves Inefficacious
China's M2 is double the size of US M2, but further monetary easing futile amid capital flight and lack of credit demand amid deflation and over...
Prasenjit K. Basu
180 Views
Share
bullish
•
Macroeconomics
•
14 Aug 2024 22:35
Taiwan: Rates to Buck Global Loosening as Growth Stays Robust and Inflation Too High
Taiwan's RGDP growth outpaced the PRC's for the past 3 quarters, and inflation (2.52%YoY in Jul'24) will require a 12.5bp rate hike. Despite rich...
Prasenjit K. Basu
186 Views
Share
bullish
•
Macroeconomics
•
14 Aug 2024 01:19
India: Relief on Food Inflation Makes an Oct'24 Rate Cut Near-Certain
CPI inflation at 59-month low 3.5%YoY in Jul'24. We expect CPI inflation to average 4.2%YoY in Jul-Dec'24, less in H1CY25, hence expect policy...
Prasenjit K. Basu
143 Views
Share
bullish
•
Macroeconomics
•
13 Aug 2024 05:11
US Presidential Race Narrows, but Trump Still Likely to Win Without Congress Control
Presidential race tightens as Harris leads popular vote but Trump ahead in Electoral College. Divided government likely with energized Democratic...
Prasenjit K. Basu
214 Views
Share
bearish
•
Cross Asset Strategy
•
08 Aug 2024 04:19
Japan: Normalizing Interest Rates as Nominal GDP Surges, Ending Deflation Era
Japanese interest rates are set to normalize amid robust nominal GDP. But a rebounding JPY (at ¥125/US$ by end'24) precludes further BoJ hikes,...
Prasenjit K. Basu
129 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.35.0
x