Asia Views

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Infrastructure Outlook Still In Flux

Recent developments in Thailand support our long-held view that a change in regime could lead to a review of infrastructure projects approved by the previous incumbent. This review has already...

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Selectively Bullish Asian FX

We remain broadly bullish towards Asian FX (excluding the Chinese yuan and New Zealand dollar), as we continue to believe that a combination of stronger real GDP growth, higher real yields and...

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4G Delay Confirms Risk Outlook

The postponement of the 4G auction confirms our short-term telecoms risk outlook. We believe regulatory headwind are unlikely to dissipate anytime soon under the military Junta and this will upset...

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Iron Ore: Mining Challenges To Continue

The resumption of iron ore mining activities in the Indian state of Goa will fail to lift production significantly over the coming quarters due to the forced closure of mines in Odisha. More Indian...

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