The emerging divergence of equity and bonds in Southeast Asia

The emerging divergence of equity and bonds in Southeast Asia   In the green corner are…

INFLATION AND MONETARY POLICY

As economists have noted in reports and public statements recently, optimistic outlooks for Asian (and for…

Implications of the recent Indonesia S&P upgrade

S&P just upgraded Indonesia one level to investment grade. This is a well-deserved upgrade thanks to…

HOT MONEY FLOWS TURNING COLD IN ASEAN

Hot money is a colloquial term for portfolio investment (PI) that is motivated by the short-term…

COVERED BONDS IN ASIA

Asian covered bond markets have increased for the last two years thanks to the introduction of…

COVERED BONDS IN ASIA

Asian covered bond markets have increased for the last two years thanks to the introduction of…

SINGAPORE IN A TIGHT SPOT

The city-state has seen better days – economic data have been worse than expected in recent…

ASIA: OPPORTUNITIES IN A VOLATILE OR DOWNTREND MARKET

Despite some near-term challenges arising from mounting global political risks, volatile commodity prices and global growth…

DECELERATING GROWTH vs INFLATION

Undeniably, global inflationary pressures are slowing. But before we feel too deflated and proclaim that negative…

BREXIT AND ASEAN

In a vote that stunned analysts around the world, the UK has voted to exit the…