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Thomas

Analyst -- -- Articles
I am good at analyzing and interpreting the political and economic situation in Southeast Asia to find investment opportunities.
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Financial News
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China's EV Strategy of Going Small and Cheap to Pay Big Dividends in Asia

China's dominance of global electric vehicle production and sales is an established fact...

Japanese Yen Moved Beyond USD/JPY 155 for the First Time Since 1990

Core bonds drifted away again yesterday. In the US, Treasuries reversed Tuesday's (disappointing) PMI-induced spike higher...

What Would Japanese Intervention to Boost a Weak Yen Look Like?

Japanese authorities are facing renewed pressure to combat a sustained depreciation in the yen...

Natural Gas and Oil Forecast: U.S. Demand Falls vs. Geopolitical Risks, Upside Ahead?

U.S. fuel demand drops significantly, highlighting economic slowdown and impacting oil prices.Middle East tensions may disrupt oil supply, influencing global oil and gas markets

A New Reality of 7% Mortgage Rates Could Be Setting in, Top Economist Says

Mortgage rates surpassed 7% for the first time all year last week, according to Freddie Mac; daily readings are trending higher, with the average 30-year fixed mortgage rate at 7.39%.

Fragile Yen Could Make BOJ's Ueda Tilt More Towards Hawkish Stance

The yen's slide to fresh 34-year lows is likely to force Bank of Japan Governor Kazuo Ueda to walk a delicate line in guiding monetary policy this week...

Bonds at Risk from Asia's Most Inflation-Sensitive Central Bank

Emerging Asia's worst-performing sovereign bonds are at risk of further declines as the Philippine central bank looks to delay monetary easing due to inflation fears and a weak peso.

Unemployment Biggest Worry in India, World's Fastest Growing Economy

The biggest economic challenge for the government after the ongoing election is unemployment...

Rising UK Deficit Spurs Borrowing Boost, Hits Tax Cut Hopes

UK government's budget shortfall overshot forecasts in the last fiscal year, prompting plans for further borrowing and highlighting the constraints Chancellor Jeremy Hunt faces as he eyes pre-election tax cuts.

The Recent Stock Market Selloff Was Just the Start of a Deeper Correction That’s on The Way, JPMorgan's Top Equity Strategist Warns

The slide in US equities over the past three weeks was the start of a selloff that is likely to deepen along with mounting macroeconomic risks, including rising Treasury yields, a strong dollar and elevated oil prices.

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