…stance in producing, editing, and publishing this report, as well as Laura Chang at the Center on US-China Relations at Asia Society for her assistance in helping to coordinate the project. Finally, we would like to thank all of the Working Group participants for their generous...
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world population was about 3 billion. It now exceeds 7 billion. The growth’s been mainly in Asia and Africa
but we do rely on 7%-8% Chinese GDP growth to fuel economic activity in Asia that underpins many
Asia FX may have more weakness to come than MXN. Will copper/infrastructure rally eventually
but powers in Asia Minor can move south. Syria's
EMEA and Asia Pacific SAS Institute Inc. USA
Asia Investment Research Goldman Sachs Japan Co. Japan
Asia Pacific CNN International Hong Kong SAR
…ts fu person. Investors should seek this report and should understand h Africa): Merrill Lynch jon Authority | Lynch (Asia hority of h Mexico, SA de I Lyne h mited, errill Lynch I Lyne ated KSA Com h by pany, he K to errill ated I Lynch jonal EA nor A I Lynch siness...
…e global recession (We do stay overweight Euro periphery bond). But we remain aggressively overweight both Japan and EM Asia versus the US, with Japan currency hedged. The upside surprise on Chinese CPI today dented its equity market somewhat, but we think this will be temporary...
…) Limited, regulated by the Australian Securities and Investments Commission; Merrill Lynch (Hong Kong): Merrill Lynch (Asia Pacific) Limited, regulated by the Hong Kong Securities and Futures Commission (HKSFC); Merrill Lynch (Singapore): Merrill Lynch (Singapore) Pte Ltd, regul...
…) Limited, regulated by the Australian Securities and Investments Commission; Merrill Lynch (Hong Kong): Merrill Lynch (Asia Pacific) Limited, regulated by the Hong Kong Securities and Futures Commission (HKSFC); Merrill Lynch (Singapore): Merrill Lynch (Singapore) Pte Ltd, regul...
…has been slow. Paradoxically, one source of change may be China itself, as it looks to win political favor in Southeast Asia. During an official visit this year, Li Keqiang, China’s premier, pledged to build a new expressway from Phnom Penh to Sihanoukville to supplement the Khme...
…obal legal cannabis market in the foreseeable future of more than $300 billion. In our view, most countries located in Asia will take the longest to enact and implement cannabis access laws; therefore, we have not included the markets in countries such as China, with a populatio...
…ng SXDP Index Ronan Carr Equities Long Nikkei Shusuke Yamada Long European index dividend futures James Barty Long MSCI Asia ex-Japan Ajay Kapur Long RTY short SPX 2y variance swap Nitin Saksena 3000-2850 SX5E put spread Dec 16 expiry James Barty Equity vol Long NKY short SPX Dec...