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Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Macro Analysis / Philippines

Philippines: Trade data continues to point to drawn out economic slump

ASIA/PACIFIC: Philippine trade data for May showed both imports and exports cratering, down by 40.6% and 35.6% respectively. The narrowing of the trade deficit means should be supportive of the strong-peso for now, but it also highlights that the eco...
ING Think
ING Think 10 July 2020
Strategy Note / Global

Asia equity strategy: Vietnam tops a strong group

With the exceptions of China, Malaysia and Vietnam (assuming reported data is accurate in both) all of Asia has struggled with Covid-19 and most of the large population countries have concluded that the poverty caused by long-term lockdowns will caus...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 July 2020
Macro Analysis / Global

Welcome to the second half

Even more data The rest of the day offers even more data to get your teeth into:  From the G-7, the US offers us the June ADP result ahead of Thursday's (yes early this month) payrolls and labour report. We also have the Manufact...
ING Think
ING Think 30 June 2020
Strategy Note / Global

Chasing technology's tail: EM equity strategy overview

Have I wasted the last 15 years of my career?In 2006 I was an analyst on global technology equities. Then I shifted to emerging markets. In compiling this overview of global emerging market equities, it feels as if I am back to covering Technology. B...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Macro Analysis / Global

Emerging Markets: Growth and fiscal insights from IMF’s economic update

Fiscal deficits for emerging market economies and low-income developing countries (LIDC) are expected to run at 10.6% and 6.1% of GDP, respectively, in 2020. However, a varying degree of fiscal support, economic output, commodity exposure...
ING Think
ING Think 26 June 2020