Click to listen highlighted text!

Click to reach LMF La mia finanza web site

Asia

Revisiting North Korea tail risks

While we have increased moderately the probability of the tail risk scenario for North Korea (military conflict), it remains a low probability event.

Read more ...

China, a haven of stability?

China’s annual average GDP growth over the medium term (2018-2020) has just been revised up by the IMF – from 6.0% to 6.4%, on expectations of further increases in public and private debt.

Read more ...

Second Half Outlook for Asian Markets

For Asian equity markets, we hold a constructive outlook for the second half of this year, as the political and economic environment is more conducive towards earnings growth and is generally less vulnerable to global volatility.

Read more ...

The Japanese Corporate Governance

For too long, poor corporate governance has held Japan back in the global race. But with shareholders beginning to speak up, and companies starting to listen, this could be set to change.

Read more ...

Pakistan: Banking On Reform

Pakistan is one of the most under-penetrated markets for banking in the developing world. An upturn in the credit cycle, benign domestic economic conditions, and favorable demographics underpin the banks’ growth potential.

Read more ...

Click to listen highlighted text!