Asia
Chinese Economic Data Surprises To The Upside…
Executive Summary The US inflation surprise increases the odds of both congressional gridlock and recession, which increases uncertainty over US leadership past 2024 and reduces the US’s ability to lower tensions with China and Iran. Despite…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…
Malaysia: Why Has The Trade Bonanza Failed…
Executive Summary Profits Collapsed As Sliding Capex Decimated Manufacturing Competitiveness
Profits Collapsed As Sliding Capex Decimated Manufacturing Competitiveness…
China Aggregate Credit Growth Surprises To The Upside In August…
Chinese Trade Significantly Disappoints…
Endgame To China’s Zero-Covid Strategy…
Executive Summary A Structural Downshift In China’s Real Estate Investment Growth
Real Estate Investment Growth In China Will Structurally Shift Lower…