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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
Strategy Note / Global

Corruption: The ugly truth for EM and ESG investors

Does corruption bother you?I ask the professional institutional investor, not the woke consumer or spiritual guide, in you.We all say that of course it does but, in practice, is this or should this be the case?These questions are particularly relevan...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 July 2020
Macro Analysis / Global

Enjoy it while it lasts

Asia day ahead Most of the world will be releasing service sector PMI data today if it has not already done so. Australia has already released its CBA services PMI, which at 53.1 indicates that despite the Covid-19 problems in Victoria...
ING Think
ING Think 3 July 2020
Macro Analysis / Global

Destination - unclear

The day today South Korea has already released consumer price data for June which have come in a bit stronger than the consensus for no change, rising 0.2% on the previous month. That leaves the consumer price inflation rate at zero, w...
ING Think
ING Think 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
Macro Analysis / Global

Re-closure could become the new market theme

We don't seem to be very good at this When the Coronavirus was first taking off, I was struck by how incredibly bad governments around the world were at learning from the experience of their neighbours. It was almost as if governments...
ING Think
ING Think 28 June 2020