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Robert Subbaraman
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Robert Subbaraman Mar 16
I’m getting more bullish on India’s and Indonesia’s economies in H2. Fed on hold and now polls pointing to incumbents winning upcoming elections.
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BRINK Asia Jan 2
A narrative is building that countries in Southeast Asia will be able to benefit from an all-out between the US and China. 's and Sonal Varma explain the two channels of potential benefit from this trade war:
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Nomura Jan 3
- friction – who are the beneficiaries of import substitution and production relocation in ? Our analysts and discuss here.
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Nomura Dec 18
There are three main areas our for 2019 focuses on: we expect a downturn in H1 and a recovery in H2, with it extending into 2020. Finally, our view on is much below the street. explains further:
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Robert Subbaraman 31 Dec 17
Hopefully in 2018 central banks will realise that they have fallen into the same trap that led to the crisis nearly a decade ago: being too predictable. Overreliance on gradualism and forward guidance in monetary policy are why the term premium and market vol are so depressed.
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Robert Subbaraman 30 Dec 16
2017 will mark a turning point when insecurity begets nativism.
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Robert Subbaraman 24 Feb 15
This year has shown that central banks may be independent of governments but not of themselves.
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Robert Subbaraman 27 Dec 14
A bull market for Asian equities in 2015 as the benefits from low oil prices feed through, including lower interest rates.
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