South East Asia Vol 2

Monthly political risk, economic forecasts and business environment analysis on each country market

Latest South East Asia Vol 2 Analysis

Currency Forecast - PHP: Neutral Near-Term, Outperformance In Total Return - MAR 2018

Following PHP's strong showing in Q417, we expect the currency to trade sideways in the near-term as expectations of BSP's rate hikes are likely to be offset by a continuous deterioration in the terms of trade and a likely rise in market expectations regarding US Fed rate hikes. Over the long-term, we expect the peso to outperform the US dollar in total return terms given the superior economic...

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