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Georgia protests a bigger risk to economy than government

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
24 February 2021

Human rights presents a dilemma for ESG investors and US foreign policy

Hasnain Malik 24 February 2021

How profitable are emerging market fintechs?

Rahul Shah 22 February 2021

Equity strategy in a stuttering post-Covid recovery

Hasnain Malik 17 February 2021

Are social audio apps the future of social media?

Nirgunan Tiruchelvam 16 February 2021
Latest articles in Asia

Bank of Korea raises inflation forecast

Leaving the policy 7-day repo rate unchanged, the BoK did revise higher their inflation forecast for 2021, taking it from 1.0% to 1.3%. So some further upward revision to our own forecasts seems like it may be worth a look. The 3% BoK forecast for GD...
ING Think
ING Think 25 February 2021
Bank of Korea raises inflation forecast
Bank of Korea raises inflation forecast

Keep calm, nothing to see here

As regular readers will know, I've written a lot about central bank communications policies (and how messed up they are), and in particular, the risk of a taper tantrum stemming from the "Nothing to see here!" Incidentally, it may be unhelpful of Pow...
ING Think
ING Think 25 February 2021
Keep calm, nothing to see here
Keep calm, nothing to see here

Georgia protests a bigger risk to economy than government

At worst, protests may linger, cause domestic economic disruption, trigger limited US and EU sanctions on individuals in the ruling party, and threaten the post-Covid recovery in the key tourism sector. For a political tipping point, ie for the prote...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 February 2021
Georgia protests a bigger risk to economy than government
Georgia protests a bigger risk to economy than government

The Great Divergence: A Fork in the Road for the Global Economy

As G20 finance ministers and central bank governors meet virtually this week, the world continues to climb back from the worst recession in peacetime since the Great Depression. But it is going to be a long and uncertain ascent. Before the crisis, we...
International Monetary Fund
IMF Blog 24 February 2021
The Great Divergence: A Fork in the Road for the Global Economy
The Great Divergence: A Fork in the Road for the Global Economy

Equities Try to Stabilize and Low Short-Term Rates Help Keep the Dollar on the Defensive

Overview:The sharp recovery in US shares yesterday that saw the S&P 500 snap a five-day slide failed to carry into Asia Pacific trading earlier today. Losses were led by a 3% drop in Hong Kong as the first increase in the stamp duty (financial transa...
Marc to Market
Marc to Market 24 February 2021
Equities Try to Stabilize and Low Short-Term Rates Help Keep the Dollar on the Defensive
Equities Try to Stabilize and Low Short-Term Rates Help Keep the Dollar on the Defensive

Human rights presents a dilemma for ESG investors and US foreign policy

Furthermore, the measurement of values, such as respect for human rights or democracy, is fraught with subjectivity and lack of consistency. Agreement on which values matter most – eg are the following equally important? The link between economic gro...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 February 2021
Human rights presents a dilemma for ESG investors and US foreign policy
Human rights presents a dilemma for ESG investors and US foreign policy