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Nigel Chiang

Nigel Chiang

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Multi-Asset Macroeconomics Thematic (Sector/Industry)
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bullishMacroeconomics
15 Nov 2022 10:31

Thailand Visit Note: Politics Will Determine the Growth Potential of the Economy

Thailand is an outlier that will see growth accelerate in 2023 on the back of the tourism recovery. Other factors include ramped up public...

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bullishMacroeconomics
08 Nov 2022 12:37

Thailand: Downshift In Growth Momentum In Sep 22

Thailand’s growth momentum stalled in Sep 22 but stronger-than-expected tourism should still keep growth in 2022 at 3.5%.

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bearishMacroeconomics
01 Nov 2022 15:05

China: Imbalances In The Economy Rise To The Fore As Growth Slows

The Chinese economy remains weak but this is not more of the same - the economic slowdown has now reached a stage where the many imbalances could...

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bearishMacroeconomics
25 Oct 2022 12:41

US-China: New US Chip Ban Will Have Far-Reaching Consequences Beyond Just Chips

China faces a formidable task both in maintaining its current progress in fabrication and chip design, while also reconfiguring manufacturing...

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bearishMacroeconomics
17 Oct 2022 20:54

China: Stimulus Is Flowing Through, But Challenges Abound

The recent monetary data show that stimulus is finally flowing through but whether it is sufficient to offset weak demand, real estate sector...

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