Trinh
Mother, wife, daughter, EM Asia economist @natixis; non-resident scholar @carnegieendow; Cheer-leader of life/markets; Vietnamese, Californian, living in HK
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I am asked a lot on what the Adani saga means for India & I don't analyze stocks but let me just give you a few thoughts on India economic development in relation to this obsession...
It isn't just academia but one can say the same thing about journalism where well-paying jobs are few & so those that have these don't challenge the status quo because the alternat...
As promised, here is a thread on why India will need more investment - specifically foreign inflows. We all know that India has a lot of people (1.4bn) but not enough capital to a...
There is a disconnect between the attack on farmers and the push for biofuel by the EU, which is also very polluting & studies have shown to have higher carbon footprint than fossi...
South Korea issue isn't isolated to corporate debt or construction, it's the whole system, especially the households. Too leveraged. https://t.co/LGFEWTjHnh https://t.co/ID3jnSDt9...
The son of the current president of the Philippines & his cousin are creating a sovereign wealth fund to "support the administration's economic agenda." Maharlika Investments Fund...
No one is helping promoting investing in ASEAN than China zero-Covid policy. Everything that is happening right now is a big poster that says, "Hedge your concentration risk becaus...
Okay, let's go. As you know, interest rates are rising. And the question you have when costs of funds go up is, well, can you stomach it? That depends on a few factors, such as n...
I'm spending this morning thinking about US inflation and recession & spending time at the Fed website. Have you come across good sources on this matter? Let me know! What is clear...
When liquidity dries up, it reveals who has been swimming naked. The Fed, despite all the criticism, has finally tightened liquidity and discourage excessive risk taking, after e...
"We would love to do more in Vietnam, we are already very active in India," Lim said. "What recent events have told us is that it's probably dangerous to put all your eggs in one b...
Good morning, I am on the BBC this morning at 630am HKT to discuss details of China data dump, why investors panicked despite the better headline in Q3 as they look into Q4 & beyon...