USDSGD and The Coat Tail Effect of Indonesia
9 days into the second half of 2014 and USDSGD makes its year to date low of 1.24 19 oops 1.2418Â as I type and Jowoki becomes the new Indonesia President. Think nothing… Continue reading
9 days into the second half of 2014 and USDSGD makes its year to date low of 1.24 19 oops 1.2418Â as I type and Jowoki becomes the new Indonesia President. Think nothing… Continue reading
The Rupee is finally taking a breather and it is because of Iraq and maybe Ukraine. Modi’s uproarious win is put on the back burner as profit taking tempers the Nifty’s post election… Continue reading
Elections results in India this Friday, the 16th, and Indonesia over last weekend. Vesak holidays tomorrow may also herald the end of peaceful protests. Elections Remember Malaysia and Pakistan last year, as I… Continue reading
Asking me to write an EM piece for 2014 is like asking Justin Bieber to do opera. It struck me that it is perhaps just what the market needs – a different perspective.… Continue reading
Indian Rupee down 1.98% today but I believe the typhoon was in Philippines. Indonesia bucked trend with their surprise rate hike. Thailand considerably unfazed by their Amnesty bill. For the month of November,… Continue reading
It started this morning with the Japan trade deficit. But look at the way 2 reports put it. NEGATIVELY “The trade data released by the Japanese custom office was worse than the market… Continue reading
“JAKARTA, Indonesia—Investors are souring on Indonesia as growth slows and a contentious election approaches. Some investors see more trouble ahead. Indonesia is one of several emerging markets dealing with slowing growth, high inflation… Continue reading