Asia Views

Pages

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...

Read article ›
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...

Read article ›
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...

Read article ›

Pages