Asia
Chinese Deflation Pressures Worsened In August…
Bifurcated Demand For Semiconductors…
Our Portfolio Allocation Summary for September 2024.
China Is Stockpiling High-End Memory Chips…
Sluggish But Not Collapsing Chinese Economic Conditions…
Trade Wars Don’t Work In A Multipolar World…
The ongoing rally in ASEAN currencies will fizzle sooner rather than later as they are not supported by fundamentals. The ringgit and the baht, however, will fare better than the peso and the rupiah during the coming global risk-off period. This report explains why.
Even after the Fed cuts rates, policy will remain restrictive for some time. Moreover, in history, stocks have tended to fall around the first rate cut. We remain cautious on the outlook for the economy and risk assets.
Fade Chinese Banks’ Outperformance…
China Will Export Deflation To EM…