Poor economic growth numbers, lower inflation and higher rates. 26 Dec 14 Nov Industrial Production -1.4% MoM vs expected +0.4% 26 Dec 14 Nov Industrial Production -2.8% YoY vs expected +0.3% 2 Jan… Continue reading
Markets have been almost as easy as saying “penguins” for 2015 so far. Yes, I am fixated on the “penguins” word since my son convinced me to watch this Benedict Cumberbatch (Internet’s Sexiest… Continue reading
The year is not ending on a high note for the MSCI EM Index despite hitting a 3 year high sometime in the 3rd quarter. We are closing the year lower than… Continue reading
You know when you get Citi and JP Morgan in your mail box on Monday morning saying the trade of the week is to Buy USDJPY, it is probably time to sell. They… Continue reading
I am not cowering under my duvet because I had to cut my USDJPY last week at 120 and I not running away from my FX remissness. But is does serve a reminder… Continue reading
All of a sudden, we find every single commentary red flagging Malaysia as the biggest loser in Southeast Asia in the current oil rout when just a week ago, Malaysia was applauded as… Continue reading
4 days, 2 major events and we had a topsy turvy month end into the last month of the year. The OPEC meeting on Thanksgiving started the ball rolling with no cuts to… Continue reading
After last week and my thoughts on Chinese Ferrari-fleet weddings, the Straits Times reported a neat little Rolls Royce one in Tangshan and there will be more ahead as wild horses and commodity… Continue reading
This will be a longer piece because we will be taking a break from Australia in December to concentrate on the 2015 outlooks and to relax in the spirit of the festive and… Continue reading
17 Nov Indonesia Announces Fuel Subsidy Change “The price of subsidized gasoline increased to 8,500 rupiah ($0.70) a liter from 6,500 rupiah, and diesel will climb to 7,500 rupiah a liter from 5,500… Continue reading
