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Mizuho Insights
Mizuho Brief: 5 December 2025: AUD: Cyclical & Structural Stars Aligning?Mizuho Brief: 4 December 2025:What the (CNH-INR) Himalayan Rift RevealsMizuho Brief: 3 December 2025:Is the BoJ Boxed Into Squandering a December Hike?Mizuho Brief: 27 November 2025:A Divergent SteepeningMizuho Brief: 26 November 2025:Fed_USD Risks: The "Hassett Effect"Mizuho Brief: 21 November 2025: FX: Why CNH Isn't CheapMizuho Brief: 28 October 2025: Indonesia: Pro-Growth and IDR Trade-offsMizuho China Macro: 24 October 2025:The Fourth Plenum - from Vision to ImplicationsMizuho Brief: 22 October 2025: The "Abenomics" & BoJ DisconnectMizuho Themes: 15 October 2025: Remembering Schumpeter(ian) DestructionMizuho Brief: 14 October 2025: MAS & SGD: Tariffs Threats: Partly Diffused Not DefusedMizuho Brief: 13 October 2025: JPY Bear Trap in Plain Sight?Mizuho Brief: 10 October 2025: MAS Watch: Neither Suspense nor Suspension (of S$NEER Appreciation)Mizuho Brief: 10 October 2025: The Risks of Hawkish BoJ AspirationsMizuho Brief: 9 October 2025: Midas & (Real) MoneyMizuho Brief: 8 October 2025: RBI: Still Poised for Measured Cuts Amid Close ShavesMizuho Brief: 7 October 2025: Why the USD has Dismissed the ShutdownMizuho Brief: 2 October 2025: US Shutdown: Risks that Blows Over, Not Up?Mizuho Brief: 25 September 2025: Why USD is a Non-Linear Fed BetMizuho Brief: 19 September 2025:RBA: Crosswinds and CurveballsMizuho Brief: 17 September 2025: Fed Independence and the Third MandateMizuho Brief: 16 September 2025: HIBOR: Upside Risks ControlledMizuho Brief: 15 September 2025: Macro Policy Preview: Caution, Conditionality & Catch-DownMizuho Brief: 21 August 2025: FOMC: Reconciling Concerns & CalculusMizuho Macro Themes: 20 August 2025: Risk Rotation, Not Rates Pain, Chip-ping Away ConfidenceMizuho Brief:14 August 2025: Contemplating a Dovish "Kokomo" Fed ShiftMizuho Brief:13 August 2025: USD: Bruised, But Not BuriedMizuho Brief:5 August 2025: India's Russian Oil QuagmireMizuho Brief:4 August 2025: OPEC's "All In"Mizuho Brief:25 July 2025: MAS Watch: Why the MAS will not EaseMizuho Brief:23 July 2025: AxJ: The (Interim) "Pay America" RisksMizuho Brief:10 July 2025: China Drenched in DeflationMizuho Brief:9 July 2025: Why Tariff Deadlines are a DistractionMizuho Brief:7 July 2025: Oil Stifled By OPEC+Mizuho Brief:3 July 2025:HKD Carry a HKMA Problem with a Fed (Not De-Peg) SolutionMizuho Brief:20 June 2025: Thailand's Political UpheavalMizuho Brief:13 June 2025: Temporary HIBOR Departure, Not Irrevocable (Peg) BreakMizuho Brief:3 June 2025: Sell America & Risk Re-pricing Term PremiumMizuho Brief:2 June 2025: Risks of Doubling Steel (& Aluminium) TariffsMizuho Brief:21 May 2025: Exceptional Correlation Departures Mask FX RisksMizuho Brief:19 May 2025:Moody’s US Downgrade to Clip, Not CrushMizuho Brief:28 April 2025: CNH & The Illusion of StabilityMizuho Brief:23 April 2025: USD: Doubt, Not DemiseMizuho Brief:16 April 2025: Trump 2.0 Trade War: Beware Dead Cats on RollercoastersMizuho Brief:11 April 2025: MAS Watch: Suspend (Slope Appreciation)Mizuho Brief:7 April 2025: Don't Bet on Beijing Folding (Or Risks Simply Evaporating)Mizuho Brief:4 April 2025: OPEC+ & Oil: Lesser Evils & Lower Yields?Mizuho Brief:3 April 2025:Reciprocal Tariffs: Revealed, Not Resolved (on Liberation Day)Mizuho Brief:1 April 2025: USD Risks: Has the USD Lost Its Mojo?Mizuho Theme:23 March 2025: US Risks: The Price of America's SecurityMizuho Brief: 20 March 2025: FOMC Patience (No Reason for Complacency)Mizuho Brief: 5 March 2025: Asia & China Risks: Trilemmas & TrapsMizuho Brief: 3 March 2025: Trump 2.0 Tariff Risks: Why Reciprocity is No ReliefMizuho Brief: 20 February 2025: The Impossible Trinity of Trump 2.0 TariffsMizuho Brief: 13 February 2025: the JPY ConundrumMizuho Brief: 11 February 2025: US-China Trade Conflict: Silver Linings, Not BulletsMizuho Brief: 4 February 2025: US-China Trade War: Not All Tariffs Are Created EqualMizuho Brief: 3 February 2025: Trump 2,0 Trade WarMizuho Brief: 28 January 2025: DeepSeek: The Efficiency-Allocation ParadoxMizuho Brief: 21 January 2025:Macro Tail Risks: The "Trump Plaza"Mizuho Brief: 20 January 2025:MAS Watch: An Exercise in (Interim) PatienceMizuho Brief: 15 January 2025: Why AUD Bears will not intimidate the RBAMizuho Brief: 14 January 2025: Thailand in 2025:Fortuitous Notes, Rough PitchMizuho Brief: 13 January 2025: Oil: Russia Sanctions a Sizable Twitch, Not an Unremitting TrendMizuho Macro Themes: 10 January 2025: The Trump (Wild) Card (I): Will the Real Trump Trades Please Stand Up?Mizuho Brief: 23 December 2024: Why the BoJ Must Endure JPY Carry RiskMizuho Musings: 19 December 2024: Fed: The Problem With Partial AssumptionsMizuho Musings: 17 December 2024: JPY Depreciation Spells BoJ Tension, Not TriggerMizuho Brief: 16 December 2024: China: Pushing on a String RisksMizuho Musings: 13 December 2024: What Central Banks Should Worry AboutMizuho Brief: 12 December 2024: Why Beijing Will Not Deploy an Aggressive CNY Devaluation StrategyMizuho Brief: 10 December 2024: The Korea PuzzleMizuho Brief: 04 December 2024: Korea Risks: Short-Lived Martial Law Jolt, But Sticky Risk Premium?Mizuho Brief:20 November 2024: Trump 2.0 Tariffs: Collateral & Bi-lateral PainMizuho Brief:30 October 2024:USD : A Bumpy Ride with a Boisterous USD to a "Soft Landing"Mizuho Macro Themes:30 October 2024: Chaos & ControlMizuho Macro Themes:22 October 2024: BinaryMizuho Brief:17 October 2024: AXJ: The Challenge of Shifting FX SandsMizuho Brief:14 October 2024: MAS After-Thoughts - Distinctly, Even if Not Obviously DovishMizuho Brief:10 October 2024: MAS Watch: Sweet SpotMizuho Macro Themes:7 October 2024: Dampened, Not DerailedMizuho Macro Themes:30 September 2024:China Put, Not PanaceaMizuho Macro Themes:23 September 2024: Cold-ilocks?Mizuho Macro Themes:18 September 2024: Overzealous or Ominous?Mizuho Macro Themes:17 September 2024: Of Curves & CurveballsMizuho Brief:6 September 2024: Bracing for Steeper Curves & Loftier Term PremiumMizuho Macro Themes:2 September 2024: Sun-Kissed or Sun-Burnt?Mizuho Macro Themes:26 August 2024: The Jerry Maguire FedMizuho Brief:22 August 2024: EM-Asia Policy and FX Risks: Can Em-Asia Start Cutting Rates Now?Mizuho Macro Themes:19 August 2024: Jackson Hole: Digging In Or Out?Mizuho Brief:6 August 2024: China Risks & AXJ SpilloverMizuho Themes:5 August 2024: The Icarus ProblemMizuho Brief:30 July 2024: BoJ & Risks: Misunderstanding BOJ & Misgauging RisksMizuho Themes:29 July 2024: Changing Minds?Mizuho Brief: MAS Watch: PatienceMizuho Themes: 15 July 2024: Non-LinearityMizuho Brief: 15 July 2024: Dodging & Biting BulletsMizuho Brief: 11 July 2024: Unpacking Powell's Pivot and PremiumMizuho Themes: 8 July 2024: Electing GoldilocksMizuho Brief: 2 July 2024:EM Asia FX & Rates: Still in the Shadows of “Higher for Longer”Mizuho Themes: 1 July 2024: Incumbent DoubtsMizuho Themes: 18 June 2024: The Fed's Hawkish Flex and Other StoriesMizuho Themes: 10 June 2024: Inequitable InactionMizuho Insights: 5 June 2024: India Elections: Diminished Sway & Dulled BullsMizuho Insights: 19 April 2024: Currency Risks for EM Asia Central BanksMizuho Insights: 18 April 2024: CNY Risks: Addressed, Not AcquittedMizuho Insights: 11 April 2024: Gold's Geo-Political Shine & Anti-Fiat Super-powerMizuho Insights: 2 April 2024: India Growth & RupeeMizuho Insights: 27 March 2024: CNY & PBoCMizuho Insights: 15 March 2024: BoJ and VolatilityMizuho Insights: 12 March 2024: Ten Dragon ThemesMizuho Insights: 4 March 2024: China NPC: March AdoMizuho Insights: 4 March 2024: “Dollar Trump” - Why the USD May Trump with Donald TrumpMizuho Insights: 26 January 2024: MAS Watch: Dynamic TensionsMizuho Insights: 17 November 2023: India Views: Conditionality & CautionMizuho Insights: 10 October 2023: MAS Watch: Hard, Hawkish HoldMizuho Insights: 12 September 2023: Why Peak Fed is Not Peak PainMizuho Insights: 31 August 2023: China Woes (Part 2): Liquidity TrapMizuho Insights: 23 June 2023: AUD BullsMizuho Insights: 27 February 2023: Malaysia Budget 2023: Constrained ConsolidationMizuho Insights: 26 September 2022: FX Brief: Dealing with "Higher For Longer" USDMizuho Insights: 8 August 2022: Bank Indonesia's Fast Fading Mirage of StabilityMizuho Insights: 25 April 2022: Vietnam: Evolution of the VNDMizuho Insights: 12 January 2022: What to Make of Hawkish Fed Pivot?Mizuho Insights: 05 January 2022: 5 Themes to Muse for EM AsiaMizuho Insights: 08 December 2021: The "Kokomo" ConjectureMizuho Insights: 30 November 2021: EM Asia FX: Deciphering Portfolio Flows & FX LinkagesMizuho Insights: 21 October 2021: Thailand: Heavily Reliant on Fiscal SupportMizuho Insights: 15 October 2021: The What, Why & How of MAS "Suprise"Mizuho Insights: 25 August 2021: Indonesia: Fiscally ChallengedMizuho Insights: 18 August 2021: Philippines: On Steady Fiscal Footing But Challenges RemainMizuho Insights: 04 August 2021: India: Mind the Fiscal GapMizuho Insights: 27 April 2021: ASEAN-6 and India: Renewed Virus Outbreaks Threaten Growth Recovery Amidst Slow InoculationsMizuho Insights: 06 April 2021: MAS Watch: Unhurried & UnfazedMizuho Insights: 26 February 2021: Output Gap: The (Output) Gap Between Reflation & Inflation RisksMizuho Insights: 25 February 2021: ASEAN-6: COVID-19 Inoculation Drive Slowly Getting Off The GroundMizuho Insights: 11 February 2021: Vietnam: 2021 Outlook: Resilient But Not ImmuneMizuho Insights: 02 February 2021: Myanmar Coup: What Next?Mizuho Insights: 26 January 2021: Indonesia 2021 Outlook: Long and Bumpy Road to RecoveryMizuho Insights: 08 January 2021: QE & Asset Markets: The Uni-QE Game in (a post-COVID) Town?Mizuho Insights: 30 December 2020: 2021 Risk Outlook: A Glimpse of the "Other Side"Mizuho Insights: 20 November 2020: EM Asia Growth: Of Green Shoots, Roots & Gardens
Mizuho Flash
Mizuho Flash: 3 October 2025:Conspicuous Absences & Accentuated DilemmasMizuho Flash: 9 September 2025: Indonesia's Mounting RisksMizuho Quick Take: 08 September 2025: NFP's Dire Warning on "Too Little, Too Late" RisksMizuho Flash: 03 September 2025: Bank Indonesia: "Burden-Sharing" RisksMizuho Flash: 25 August 2025: Jackson Hole Take-AwaysMizuho Flash: 22 August 2025: HKD-HIBOR: Debunking De-Peg & Diminishing GapsMizuho Flash: 21 August 2025: Indonesia Budget 2026: Overreach & OverpromisesMizuho Flash: 15 August 2025: India's Ratings Upgrade: Game Plan, Not Game-ChangerMizuho Flash: 13 August 2025: Vietnam: Of Tailwinds and Missing SailsMizuho Flash: 11 August 2025: "Pay-to-Play" US Extortion & Attendant RisksMizuho Flash: 2 July 2025:RBA Preview: July and BeyondMizuho Flash: 17 June 2025: Iran-Israel Risks: Fatter TailsMizuho Flash: 13 June 2025: Flaring Israel-Iran RisksMizuho Flash: 22 May 2025: China: Cautious on a Deal,Yet Upbeat about Growth ProspectsMizuho Flash: 2 May 2025: China: Reassessing China’s Economic Outlook Amid Trade UncertaintyMizuho Flash: 21 March 2025: Indonesia: Mind the GapMizuho Flash: 16 January 2025: Bank Indonesia: Insurance Cut, Not Easing CycleMizuho Flash: 4 December 2024: Philippines Ratings Outlook Revision Insufficient for PHP BoostMizuho Flash: 30 October 2024: Malaysia Budget 2025: Key TakeawaysMizuho Flash: 20 September 2024: Post-Bank Indonesia: Surprises and OpportunitiesMizuho Flash: 23 August 2024: Indonesia Budget: Fiscal Risks Not AbsolvedMizuho Flash: 14 August 2024: THB: Political Uncertainty ReignsMizuho Flash: 18 July 2024: The Trump (JPY-CNY) WedgeMizuho Flash: 1 July 2024: Vietnam: Growth Recovery and VND WoesMizuho Flash: 23 May 2024: Vietnam: VND and SBV Under PressureMizuho Flash: 14 May 2024: EM_Asia: Semi-Conductor Cycle & ImplicationsMizuho Flash: 9 May 2024: Philippines Tourism: What the Numbers SayMizuho Flash: 19 April 2024: Bank Indonesia: Tough CallMizuho Flash: 22 March 2024: Vietnam: The Long and Short of Political UncertaintyMizuho Flash: 14 March 2024: Oil In, Not Over, Troubled WatersMizuho Flash: 15 February 2024: What to Make of The Indonesia ElectionsMizuho Flash: 6 February 2024:IDR: Tread CautiouslyMizuho Flash: 30 January 2024:Vietnam: Bonds That BindMizuho Brief: 26 January 2024: The El Nino Risk PremiumMizuho Brief: 1 December 2023: KRW: Waiting For DawnMizuho Flash: 21 November 2023: China Property: White List, Not KnightMizuho Flash: 16 November 2023: THB: Baht Bears and Tourism BullsMizuho Flash: 8 November 2023: Indonesia Elections: Competition, Continuity & CapitalMizuho Flash: 4 October 2023: Fiscal SetbacksMizuho Flash: 23 August 2023: BRICS Threat to USD ExaggeratedMizuho Flash: 16 August 2023: China Woes: Signals, Not SolutionsMizuho Flash: 2 August 2023: Vietnam: Contemplating BottomsMizuho Flash: 25 July 2023: FX: USD: Keeping It RealMizuho Flash: 19 July 2023: THB: The Political Uncertainty PremiumMizuho Flash: 21 June 2023: Why China Stimulus May StumbleMizuho Flash: 25 May 2023: A Thought Experiment on US Debt DefaultMizuho Flash: 20 April 2023: Thailand Politics: Unsettled ContinuityMizuho Flash: 18 April 2023: China's Flattered Growth & Flustered Commodity BullsMizuho Flash: 14 April 2023: MAS: Manufacturing Recession & "Intensifying Risks"Mizuho Flash: 3 April 2023: Vietnam Policy: The SBV's Gambit to Widen Liquidity/Credit CushionMizuho Flash: 30 March 2023: Unpacking China's "Around 5%" DisappointmentMizuho Flash: 29 March 2023: Vietnam GDP and Inflation: Dismal SlowdownMizuho Flash: 16 March 2023: Vietnam Real Estate Snapshot: Relevance and RisksMizuho Flash: 14 March 2023: SVB & How to Think About RisksMizuho Flash: 16 February 2023: BI & BSP: A Tale of Diverging Inflation FortunesMizuho Flash: 14 February 2023: EM-Asia FX: Beware (Bull) Traps & TurbulenceMizuho Flash: 6 February 2023: Indonesia Q4 GDP: Understated WeaknessMizuho Flash: 2 February 2023: India Budget: Right, But Restrained, NotesMizuho Flash: 30 January 2023: Vietnam CPI: Poised to Stay HigherMizuho Flash: 19 January 2023: BI & BNM - Of Surprises, Holds & HikesMizuho Flash: 18 January 2023: Indonesia & Malaysia: December trade Data Portends a Growth SlowdownMizuho Flash: 9 January 2023: Thailand: Vaccination for Tourists - Interference, Not ImpedimentMizuho Flash: 23 December: China Outlook: Bumpy, Not Unbridled, RecoveryMizuho Flash: 1 December 2022: India Growth-Speed Bumps AheadMizuho Flash: 14 November 2022: ASEAN-3: A Show of ResilienceMizuho Flash: 25 October 2022: Vietnam-SBV: Restoring Confidence?Mizuho Flash: 11 Oct 2022 - Philippines: External Pressues MountMizuho Flash: 10 Oct 2022 - Malaysia: Budget 2023: Balancing Fiscal and Political RealitiesMizuho Flash: 6 Oct 2022: Korea: Rising Debt, Rates and RisksMizuho Flash: 4 Oct 2022 - Malaysia: Bugdet 2023: A Clear Election BiasMizuho Flash: 23 September 2022: SBV: The Why and How Behind a 100bps HikeMizuho Flash: 16 Sept Korea: Lower Unemployment Rate Flatters Employment PictureMizuho Flash: 12 September 2022: EM-Asia: Sticky Rice ConcernsMizuho Flash: 5 September 2022: Indonesia: Fuel Prices HikedMizuho Flash: 25 August 2022: Thailand: Political Instability, Economic ContinuityMizuho Flash: 23 August 2022: Bank Indonesia Embarks On Policy NormalisationMizuho Flash: 16 August 2022: Vietnam: Stronghold or Hold Out?Mizuho Flash: 27 July 2022: Thailand: Of Trade Deficit, Tourism Revival and Sticky InflationMizuho Flash: 21 July 2022: Bank Indonesia: Holding on for Dear (Dovish) LifeMizuho Flash: 14 July 2022: Singapore: MAS' Surprise Step AppreciationMizuho Flash: 14 July 2022: Philippines: Bangko Sentral ng Pilipinas in OverdriveMizuho Flash: 13 July 2022: Bank of Korea: 50 Is Not The New 25Mizuho Flash: 05 July 2022: Philippines: Jump In June CPI Puts The Spotlight On BSPMizuho Flash: 29 June 2022: Vietnam: Stellar Growth, Rising InflationMizuho Flash: 23 June 2022: Central Banks: BI Stands Pat While BSP Hikes By 25bpMizuho Flash: 08 June 2022: Bank of Thailand: The Last StandMizuho Flash: 26 May 2022: Bank of Korea: "Big Step" Hikes?Mizuho Flash: 25 May 2022: Indonesia: Bank Indonesia Still Biding Its Time On Rate HikesMizuho Flash: 13 May 2022: Thailand Fiscal Updates: HurdlesMizuho Flash: 11 May 2022: Malaysia: BNM Starts Reducing Monetary Policy Support With a 25bp HikeMizuho Flash: 10 May 2022: Philippines Elections III: "Bongbong" Marcos to Be PresidentMizuho Flash: 06 May 2022: Thailand CPI: Easing is No ReliefMizuho Flash: 05 May 2022: RBI: The Hawk & The (Leap-)FrogMizuho Flash: 20 April 2022: Bank Indonesia: Emphasizing Growth Over InflationMizuho Flash: 14 April 2022: MAS: Unwavering, Despite UncertaintyMizuho Flash: 08 April 2022: RBI Hold: Of Inflection & DeflectionMizuho Flash: 06 April 2022: MAS Watch: Double-Barelled MoveMizuho Flash: 22 March 2022: Malaysia: Current Account, Fiscal and Inflation Sensitivities to OilMizuho Flash: 16 March 2022: South Korea: Public Sector Employment Boost, Caution Sene In Private Sector Hiring
Mizuho Chart Speak
Mizuho Chart Speak: 1 December 2025: India's Growth - Real(ity) Checks, RBI Pass and Rupee PressuresMizuho Chart Speak: 19 November 2025: USD Buoyancy: The Pay America PropositionMizuho Chart Speak: 17 October 2025: Gold's "There's No Digital Me" SwagMizuho Chart Speak: 13 October 2025: Vietnam: Differentiated Trade Cycles and BuoyancyMizuho Chart Speak: 22 August 2025: The Liquidity Cover Quelling "Sell America" (Part 1)Mizuho Chart Speak: 25 July 2025: Is AUD a High-Beta Gamble?Mizuho Chart Speak: 18 July 2025:Don't Dismiss Global Dis-InflationMizuho Chart Speak: 4 April 2025: Korea: KRW and Elections: Barely StylisedMizuho Chart Speak: 18 March 2025: Australia: Elections, Uncertainty and the AUDMizuho Chart Speak: 13 March 2025: Inflation Spread Advantage for AXJ Lliable to be OverwhelmedMizuho Chart Speak: 11 February 2025: Steel & Aluminum Tariffs Forewarn of Greater Risks AheadMizuho Chart Speak: 15 January 2025: Korea Jobs: Softer, Not CapitulationMizuho Chart Speak: 7 November 2024: Vietnam: China+1 in the Crosshairs?Mizuho Chart Speak: 11 October 2024: Overdone (Forward) SGD Appreciation Expectations?Mizuho Chart Speak: 27 September 2024: AxJ FX: This Time It's Different(iated)Mizuho Chart Speak: 18 September 2024: Vietnam: Manufacturing FDI Unperturbed, Output Typhoon HitMizuho Chart Speak: 8 August 2024: Why CNY Carry Unwind is Not The Next Big ShoeMizuho Chart Speak: 2 August 2024: Carry Unwind: Neither Carry Nor CalmMizuho Chart Speak: 16 July 2024: AxJ Reversion ChallengedMizuho Chart Speak: 25 January 2024: China Stimulus: Why RRR Cuts Don't Cut (IT)Mizuho Chart Speak: 23 January 2024: China Equities: Why The Pain May be More Accute This TimeMizuho Chart Speak: 17 January 2024: Global Inflation: Dis-inflation Risks: Interrupted, Not ImmaculateMizuho Chart Speak: 26 October 2023: Inflation Relief & Risks: The Good, The Bad & The UglyMizuho Chart Speak: 23 October 2023: FX: MYR: Curious ConnundrumMizuho Chart Speak: 16 October 2023: Oil: Watch for Geo-political FlaresMizuho Chart Speak: 4 October 2023: Why the Absence of Credit Tightening is Still WorryingMizuho Chart Speak: 3 October 2023: Oil: US Pain Relief, PanaceaMizuho Chart Speak: 2 October 2023: MAs & SGD: Currency of A Hawkish HoldMizuho Chart Speak: 13 September 2023: Oil - The OPEC SqueezeMizuho Chart Speak: 24 August 2023: EM-Asia: The Price of RiceMizuho Chart Speak: 8 August 2023: EM-Aisa RIsks: The Real RIsks with EM Aisa Policy and FXMizuho Chart Speak: 18 July 2023: Re-Thinking Inflation (Part 1): Structurally Stickier?Mizuho Chart Speak: 3 July 2023: EM-Asia FX: Remembering CNH & AXJ CorrelationsMizuho Chart Speak: 26 June 2023: Korea Trade and Services: Tight BalanceMizuho Chart Speak: 14 June 2023: China RIsks - Why PBoC Cuts Don't Cut ItMizuho Chart Speak: 12 June 2023: USD Liquidity: Swapping (Debt) Ceiling Risks for Liquidity CrunchMizuho Chart Speak: 6 June 2023: Global Demand: Silver-Lining or Red Herring?Mizuho Chart Speak: 24 May 2023: China Bulls & CNH Bears: The Re-opening ParadoxMizuho Chart Speak: 23 May 2023: Vietnam: Crunch TimeMizuho Chart Speak: 17 May 2023: China: Manufacturing PainMizuho Chart Speak: 25 April 2023: Korea: Chips at StakeMizuho Chart Speak: 13 April 2023: EM-Asia FX: "Carry" On, But Calm Not GuaranteedMizuho Chart Speak: 6 April 2023: MAS: Constrained Options & Compromised OutcomesMizuho Chart Speak: 4 April 2023: OPEC+ Cuts: Shock or Shrug?Mizuho Chart Speak: 23 February 2023: Why Oil Is Softer, Yet StickyMizuho Chart Speak: 3 February 2023: Understated EM-Asia RisksMizuho Chart Speak: 17 January 2023: Korea: Tightened (Policy), Tight (Labour Market), Growth SlowdownMizuho Chart Speak: 12 January 2023: Why CNH May Not Exploit Untapped Real Yield AdvantagesMizuho Chart Speak: 6 January 2023: Philippines Inflation IntrospectionMizuho Chart Speak: 11 November 2022: Fed-EM Asia: Inflation: Concessions, Not ConclusionsMizuho Chart Speak: 11 November 2022: Korea Current Account Oscillation Not ReversionMizuho Chart Speak: 27 October 2022: Fed-EM-Asia: Central Bank Risks: Of Canaries & Collateral DamageMizuho Chart Speak: 20 October 2022: Fed-USD: Exceptional USD Strength & Endogenous RisksMizuho Chart Speak: 17 October 2022: SBV-VND: Wider Bands About USD Exceptionalalism, Not VND MerchantilismMizuho Chart Speak: 13 October 2022: Thailand: Of Deficits and Slippery Moving PartsMizuho Chart Speak: 13 October 2022: MAS-SGD: Dissociating MAS Hawks & SGD BullsMizuho Chart Speak: 17 October 2022: SBV-VND: Wider Bands About USD Exceptionalism, Not VND MercantilismMizuho Chart Speak: 11 October 2022: FX: Differentiating, Not Defining, StressMizuho Chart Speak: 15 September 2022: EM-Asia FX (Part 1): Peculiar, Not DifferentMizuho Chart Speak: 6 September 2022: Can CNY Defy the Dollar (Bull)?Mizuho Chart Speak: 7 September 2022: OPEC+ Cut: Insignificant, Not InconsequentialMizuho Chart Speak: 16 August 2022: China: Overestimating Stimulus?Mizuho Chart Speak: 10 Aug 2022: OPEC+: Capacity, Not Quota ConstraintsMizuho Chart Speak: 04 Aug 2022: EM Asia FX Risks (Part 2): Cash Burn ConundrumMizuho Chart Speak: 20 Jul 2022: EM Asia FX Risks (Part 1): Overblown, But Not ObviatedMizuho Chart Speak: 24 Jun 2022: Oil: Why Oil is a Binary RiskMizuho Chart Speak: 22 Jun 2022: South Korea: Headwinds ManifestMizuho Chart Speak: 17 Jun 2022: EM Asia: Bracing For Fed HeadwindsMizuho Chart Speak: 10 Jun 2022: EM Asia: Inflation Shocks to Overtake?Mizuho Chart Speak: 01 Jun 2022: EM Asia: Stagflation-Type Risks MountMizuho Chart Speak: 30 May 2022: Vietnam Inflation: Running Out and Up?Mizuho Chart Speak: 10 May 2022: Mizuho FX Update: Why Fed Hawk-USD Bulls May Not be ExhaustedMizuho Chart Speak: 06 May 2022: Fed & EM Asia: The Fed's Tightening: Re-arranging the Deck Chairs on the TitanicMizuho Chart Speak: 26 April 2022: Indonesia: Palm Oil PressureMizuho Chart Speak: 22 April 2022: Fed & AXJ: Why Yield Curve Inversion Risks are Compromised as "Fed Circuit Breaker"Mizuho Chart Speak: 13 April 2022: MAS & SGD: Why Mas Hawks Need Not Inspire Unqualified SGD BullsMizuho Chart Speak: 12 April 2022: EM Asia: EM Asia's Direct Russia Connection Is LimitedMizuho Chart Speak: 05 April 2022: Vietnam: Inconvenient Coal-Powered Engines of GrowthMizuho Chart Speak: 16 March 2022: China: China's Policy Risk is "Too Little, Too Late"Mizuho Chart Speak: 10 March 2022: EM Asia FX: Oil's Domination & (Fractional) Distillation