Thailand

By Win Thin and Ilan Solot The Crimean crisis threatens to escalate again this week. Russian forces in Crimea have been increased and they are consolidating their control of Crimea. This involves neutralizing Ukrainian bases in Crimea and…

By Win Thin and Ilan Solot Despite the growing tensions in Thailand and the risk of military involvement, equity indices stared off the week higher and THB stable. There is some optimism that a possible delay to the February 2 vote could…

Emerging markets currencies are getting hammered across the board today on the back of the FOMC minutes. Many are touching multi-year or even all-time lows. This provides further confirmation that the Fed's recent monetary stimulus effort…

In many different emerging markets, the economy has unexpectedly weakened. We are seeing downturns everywhere from Mexico and Brazil in Latin America to Indonesia, India and Thailand in Asia. At this point there is no common thread on why…

Given the poor track record of intervention, unilateral or multilateral, sterilized or unsterilized, there may be no compelling need to understand why the $100 bln intervention is not sticking. All sorts of possible explanations seem partly…