Philippines

Frontier Daily, 21 September: Lebanon, Egypt gains, Caucasus rebound

China's new map reasserts territorial claims, delineates future conflict in Asia

Oil: Saudi and Russia cuts rolled over, $90 oil is a problem for poor importers

Frontier Daily, 5 September: Venezuela up 20.9% since our Buy, EMFX losses

Frontier Daily, 23 August: Gains in Argentina, Namibia and South Africa

Frontier Daily, 18 August: IG losses after DM rate sell-off, EM FX edges up

Frontier Daily, 17 August: Ecuador rallies on bond comment, US 10yr squeezes EM

Philippines: Disappointing Q2 GDP growth to weigh on central bank decision

Turbulence and opportunity in EM FX

Philippines:  2Q GDP disappoints as revenge-spending fades and rate hikes finally weigh on momentum

Frontier Daily, 4 August: EM slips further as US risk-free rates inch upwards

Momentum slows in the Philippines as headwinds mount

Food: India rice export ban another red flag for commodity prices

Thailand’s economic outlook for 2023 boosted by rising tourism inflows

Food prices and oil prices subdued, reflecting sluggish global demand

FDI in 2022: EM grew faster than DM, China de-risking on view

It’s time for IPEF countries to take action on supply chain resilience

AI Tech outshines China and Commodities: Emerging-Frontier Equity Monthly – May

Thailand's economy rebounds in early 2023 as tourism surges

ASEAN central to US-China competition but off the radar of foreign investors

Asia week ahead: Policy meetings in China and the Philippines

Philippines’ first quarter GDP surprises on the upside but could mark the peak

Asia Morning Bites

Food prices edge up after 12 consecutive monthly declines

Philippines: Inflation edges lower again in April