FX Update : EM crushed again
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
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
Asian Emerging Markets 2014 – Detox Time
byAsking 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 →