Watch the dollar! Direction of the US Dollar would influence Asian markets disproportionately, and the Asian currencies would be influenced not only by flows but also by their USD debt

 September 2024

What if there's a recession? How would global and Asian equities react then?

 August 2024

Where can we find durable earnings growth in Asia?

August 2024

How to play the relative value trades in Asian markets - some nuanced thoughts

 April 2024

Direction of earnings estimates drives Asian markets in the medium term

April 2024

A China - India comparison with a difference. Some surprising conclusions

 March 2024