This page features my latest market analysis and media commentary, providing a direct window into the insights that drive my market-moving calls.
An in-depth look at how potential US tariffs could reshape trade flows, supply chains, and capital movements across key Asian economies.
Provided expert analysis on potential recovery values for Sri Lanka's bonds following the nation's decision to halt debt payments.
Read Full Article (Bloomberg) →Cited on the appeal of frontier markets, noting that countries like Pakistan and Sri Lanka offer high yields for investors willing to take on the risk.
Read Full Article (Financial Times) →An analysis of the surging TWD, its impact on the investment strategies of Taiwan's life insurance sector, and the resulting capital flows into EM and US investment grade bonds.
Quoted on the escalating Sri Lankan debt crisis, highlighting the government's challenging position and the need to engage with the IMF.
Read Full Article (The Wall Street Journal) →A comprehensive assessment of China's latest fiscal stimulus measures, identifying areas of growth and potential investment opportunities.
Quoted on the market impact of a potential IMF deal for Pakistan, noting that a successful agreement could lead to a significant rally in its bonds.
Read Full Article (Asia Financial) →Detailed analysis of Maldives' challenging FX reserve outlook and twin deficit, providing a clear narrative on gross external financing risks.
Provided commentary on China's role as a creditor to developing nations, noting that Chinese lenders often have different priorities than private creditors.
Read Full Article (The Japan Times) →Explaining the impact of Mongolia's surging coal exports to China on its economy and sovereign credit.
Cited on the severe political instability in Pakistan, explaining that the turmoil makes it highly challenging to pursue policies required for an IMF deal.
Read Full Article (Business Recorder) →Comprehensive analysis of Sri Lanka's debt crisis, providing early warnings and tactical short-term trades that delivered alpha.
The market analyses presented above are excerpts from comprehensive reports prepared for institutional investors. For institutional client inquiries regarding access to full research, please reach out through the appropriate channels.