EMerging Equity
Emerging Asia
Potholes Emerging In China’s New Silk Road
By Salman Rafi Sheikh, Asia Sentinel The acknowledgement by Xu Shanda, a retired Chinese deputy director of the State Administration of Taxation, last week regarding potential losses of Silk Road projects has drawn widespread attention as it challenges the prevailing myth of an indomitable and inevitable system in which ultimately all roads will lead to Beijing. The … Continue reading
The Case For Indonesia
By Charles Mautz, Chinus Asset Management During a recent visit to Jakarta, it was evident that Indonesians are optimistic. Investment managers, business leaders and taxi drivers all voiced their opinion that things are getting better and that the future is bright. Up to now, Indonesia has generally punched below its weight. It is often lumped together with … Continue reading
Chinese Dragon: Breathing Credit Fumes
By Eugen von Böhm-Bawerk Economic forecasting, no matter how complex the underlying model may be, is essentially about extrapolating historical trends. We showed last week how economic models completely fail to pick up on structural shifts using Japan as an example. On the other hand, if an economy doesn’t really change much, as in the case … Continue reading
Malaysian Scandal Still Casts Shadow Over Local Financial Markets
By Ron Corben A financial scandal involving Malaysia’s prime minister continues to cast a shadow over the country’s financial markets and politics a year after allegations of misuse of funds were raised. The spotlight fell dramatically on Malaysia’s state investment company, 1Malaysia Development Berhad (1MDB), after media reports last year raised allegations that millions of dollars … Continue reading
Global Uncertainties, Chinese Slowdown Weigh On Asia’s Growth: ADB
Growth is slowing across much of developing Asia as a result of the continued weak recovery in major industrial economies and softer growth prospects for the People’s Republic of China (PRC). This will combine to push growth in developing Asia for 2015 and 2016 below previous projections, says a new Asian Development Bank (ADB) report. … Continue reading
Time To Buy EM? BlackRock, Templeton, Goldman, And PIMCO Say Yes
Is now the right time to buy emerging market (EM) assets? A growing number of the world’s largest money managers are saying yes, such as BlackRock, Franklin Templeton, Goldman Sachs, and an adviser to PIMCO. Against a backdrop of an oil price crisis which has been battering economies, markets, and companies; alongside worries over a slowdown in global growth led … Continue reading
Russia-Led Eurasian Economic Union Eyes Free Trade Zone With Hong Kong
The Russia-led Eurasian Economic Union (EEU) is interested in expanding eastward and is looking to sign a free trade agreement with Hong Kong, according to Russia’s Deputy Prime Minister Arkady Dvorkovich. “We recently concluded the free trade zone agreement between the Eurasian Economic Union and Vietnam and are currently negotiating with Israel. We are ready … Continue reading
Asian Infrastructure Investment Bank Opens For Business
By Saibal Dasgupta The new Asian Infrastructure Investment Bank, backed by China as a potential rival to the World Bank and other international lenders, opened Saturday in Beijing. The 57 member nations have contributed $100 billion in capital to the AIIB, making it nearly half the size of the World Bank as it begins operations. “This … Continue reading
The South China Sea Crisis And The “Battle For Oil”
By Brian Kalman A long brewing crisis of both regional and global proportions has been festering in the South China Sea in recent years between claimants to a variety of islands, reefs and shoals and more importantly access to oil and natural gas resources that are worth trillions of dollars. Although this dispute, or more accurately … Continue reading
What To Expect In Southeast Asia In 2016
By Global Risk Insights 2016 will be an interesting year for Southeast Asia, as the region braces for changes in government (or none at all), implements the ASEAN economy community, and prepares for volatility with the rising tension of the South China Sea and the increasing risk of terrorist attacks. Myanmar NLD needs to … Continue reading
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