Ad-hoc Macro & Economic Research
Mizuho Insights
- Mizuho Insights: 25 April 2022: Vietnam: Evolution of the VND
- Mizuho Insights: 12 January 2022: What to Make of Hawkish Fed Pivot?
- Mizuho Insights: 05 January 2022: 5 Themes to Muse for EM Asia
- Mizuho Insights: 08 December 2021: The "Kokomo" Conjecture
- Mizuho Insights: 30 November 2021: EM Asia FX: Deciphering Portfolio Flows & FX Linkages
- Mizuho Insights: 21 October 2021: Thailand: Heavily Reliant on Fiscal Support
- Mizuho Insights: 15 October 2021: The What, Why & How of MAS "Suprise"
- Mizuho Insights: 25 August 2021: Indonesia: Fiscally Challenged
- Mizuho Insights: 18 August 2021: Philippines: On Steady Fiscal Footing But Challenges Remain
- Mizuho Insights: 04 August 2021: India: Mind the Fiscal Gap
- Mizuho Insights: 27 April 2021: ASEAN-6 and India: Renewed Virus Outbreaks Threaten Growth Recovery Amidst Slow Inoculations
- Mizuho Insights: 06 April 2021: MAS Watch: Unhurried & Unfazed
- Mizuho Insights: 26 February 2021: Output Gap: The (Output) Gap Between Reflation & Inflation Risks
- Mizuho Insights: 25 February 2021: ASEAN-6: COVID-19 Inoculation Drive Slowly Getting Off The Ground
- Mizuho Insights: 11 February 2021: Vietnam: 2021 Outlook: Resilient But Not Immune
- Mizuho Insights: 02 February 2021: Myanmar Coup: What Next?
- Mizuho Insights: 26 January 2021: Indonesia 2021 Outlook: Long and Bumpy Road to Recovery
- Mizuho 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: 13 May 2022: Thailand Fiscal Updates: Hurdles
- Mizuho Flash: 11 May 2022: Malaysia: BNM Starts Reducing Monetary Policy Support With a 25bp Hike
- Mizuho Flash: 10 May 2022: Philippines Elections III: "Bongbong" Marcos to Be President
- Mizuho Flash: 06 May 2022: Thailand CPI: Easing is No Relief
- Mizuho Flash: 05 May 2022: RBI: The Hawk & The (Leap-)Frog
- Mizuho Flash: 20 April 2022: Bank Indonesia: Emphasizing Growth Over Inflation
- Mizuho Flash: 14 April 2022: MAS: Unwavering, Despite Uncertainty
- Mizuho Flash: 08 April 2022: RBI Hold: Of Inflection & Deflection
- Mizuho Flash: 06 April 2022: MAS Watch: Double-Barelled Move
- Mizuho Flash: 22 March 2022: Malaysia: Current Account, Fiscal and Inflation Sensitivities to Oil
- Mizuho Flash: 16 March 2022: South Korea: Public Sector Employment Boost, Caution Sene In Private Sector Hiring
- Mizuho Flash: 08 March 2022: South Korea: Economics of Elections - Housing, Financial Markets, Welfare and Fiscal Deficits
- Mizuho Flash: 03 March 2022: Philippines: Taking Stock of the 2022 Presidential Election (II)
- Mizuho Flash: 28 February 2022: Vietnam: VAT Reduction Buffers Increasing Inflation Risk
- Mizuho Flash: 25 February 2022: Russia: Oil & Russia's Geo-political Trigger
- Mizuho Flash: 24 February 2022: Geo-Politics: Bye-Bye Diplomacy, Hello Devastation & Dilemma
- Mizuho Flash: 22 February 2022: EM Asia: What Ukraine Risks Mean for EM Asia
- Mizuho Flash: 17 February 2022: Singapore Budget (2022) Preview: Fiscal SIN
- Mizuho Flash: 16 February 2022: Korea: The Not So Curious Case of Jobs Gain - Deceiving Base Effects
- Mizuho Flash: 11 February 2022: EM Asia Central Banks: ASEAN-4 Policy Patience Contrasts with Pre-emptive BoK & MAS
- Mizuho Flash: 04 February 2022: Thailand: CPI Exceeding Range Not A Worry for BoT Yet
Mizuho Chart Speak
- Mizuho Chart Speak: 10 May 2022: Mizuho FX Update: Why Fed Hawk-USD Bulls May Not be Exhausted
- Mizuho Chart Speak: 06 May 2022: Fed & EM Asia: The Fed's Tightening: Re-arranging the Deck Chairs on the Titanic
- Mizuho Chart Speak: 26 April 2022: Indonesia: Palm Oil Pressure
- Mizuho 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 Bulls
- Mizuho Chart Speak: 12 April 2022: EM Asia: EM Asia's Direct Russia Connection Is Limited
- Mizuho Chart Speak: 05 April 2022: Vietnam: Inconvenient Coal-Powered Engines of Growth
- Mizuho 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
- Mizuho Chart Speak: 03 March 2022: Commodities: The Tyranny of Commodity Spill-Over
- Mizuho Chart Speak: 01 March 2022: India: India's Oil Risks
- Mizuho Chart Speak: 21 February 2022: Inflation & AXJ: The Inflation 'Inversion Reversion' Risk
- Mizuho Chart Speak: 11 February 2022: RBI: The RBI's Risky, Leveraged Bet
- Mizuho Chart Speak: 10 February 2022: ECB: Why ECB Hawks May Merely Temper, Not Necessarily Terminate USD Bulls
- Mizuho Chart Speak: 26 January 2022: IMF's 2022 Growth Downgrades: Because & In Spite
- Mizuho Chart Speak: 21 January 2022: Bank Indonesia: "Pro-Stability" RR Hike is Backstop, Not Bullet-Proofing, for Rupiah
- Mizuho Chart Speak: 19 January 2022: EM Asia Central Banks: Of Dissonance & Delusions