At one end, Internet of Everything (IoE) is major focus of today’s technology, where one can visualize seamless connectivity among things and a resulted soothing experience in moving around. The development of devices like Google...
The Organization for Economic Cooperation and Development (OECD) expects slower global growth in the decades ahead. It blames ageing Western populations and lagging productivity in emerging economies for the slowdown. Global gross domestic product (GDP)...
Nervous financial markets, ineffectual interest rate increases, emerging market currencies under massive pressure: All because the US Federal Reserve reversed its monetary policy – or is that really the explanation? It was an intervention that...
The euro is flirting with $1.38. Many, including ourselves, have been surprised by the euro’s strength in H2 and its persistence. The net speculative futures position briefly moved switched to the short side in late November....
The BOK is sounding pro-active again about the risks to KRW weakness, even though the currency is strengthening. We just hope these concerns don’t spill over into macroprudential-type regulation that will harm market functioning. The Finance...
A serious slowdown in China would affect the global economy tremendously . It should not be taken seriously by those who only put forward the benefits in the medium and long term. First of all...
China data deluge will start Tuesday, with June CPI to be reported. A rate of 2.5% y/y is expected vs. 2.1% y/y in May. Trade comes next around mid-week, with exports seen rising 3.7% y/y...
Emerging Markets – Quick Commentary The risk of running high current account deficits (CAD) has hit hard several emerging markets in the Asia-Pacific. With FIIs withdrawing to invest in US bonds and supply of dollars dipping, national...
Opportunities in Emerging Markets Book Summary: The practical guide to investing in emerging markets Though potentially risky, investing in emerging markets can offer extremely attractive returns. Opportunities in Emerging Markets offers practical advice for investors...