Ad-hoc Macro & Economic Research
Mizuho Insights
- Mizuho Insights: 26 September 2022: FX Brief: Dealing with "Higher For Longer" USD
- Mizuho Insights: 8 August 2022: Bank Indonesia's Fast Fading Mirage of Stability
- 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: 1 December 2022: India Growth-Speed Bumps Ahead
- Mizuho Flash: 25 October 2022: Vietnam-SBV: Restoring Confidence?
- Mizuho Flash: 11 Oct 2022 - Philippines: External Pressues Mount
- Mizuho Flash: 10 Oct 2022 - Malaysia: Budget 2023: Balancing Fiscal and Political Realities
- Mizuho Flash: 6 Oct 2022: Korea: Rising Debt, Rates and Risks
- Mizuho Flash: 4 Oct 2022 - Malaysia: Bugdet 2023: A Clear Election Bias
- Mizuho Flash: 23 September 2022: SBV: The Why and How Behind a 100bps Hike
- Mizuho Flash: 16 Sept Korea: Lower Unemployment Rate Flatters Employment Picture
- Mizuho Flash: 12 September 2022: EM-Asia: Sticky Rice Concerns
- Mizuho Flash: 5 September 2022: Indonesia: Fuel Prices Hiked
- Mizuho Flash: 25 August 2022: Thailand: Political Instability, Economic Continuity
- Mizuho Flash: 23 August 2022: Bank Indonesia Embarks On Policy Normalisation
- Mizuho Flash: 16 August 2022: Vietnam: Stronghold or Hold Out?
- Mizuho Flash: 27 July 2022: Thailand: Of Trade Deficit, Tourism Revival and Sticky Inflation
- Mizuho Flash: 21 July 2022: Bank Indonesia: Holding on for Dear (Dovish) Life
- Mizuho Flash: 14 July 2022: Singapore: MAS' Surprise Step Appreciation
- Mizuho Flash: 14 July 2022: Philippines: Bangko Sentral ng Pilipinas in Overdrive
- Mizuho Flash: 13 July 2022: Bank of Korea: 50 Is Not The New 25
- Mizuho Flash: 05 July 2022: Philippines: Jump In June CPI Puts The Spotlight On BSP
- Mizuho Flash: 29 June 2022: Vietnam: Stellar Growth, Rising Inflation
- Mizuho Flash: 23 June 2022: Central Banks: BI Stands Pat While BSP Hikes By 25bp
- Mizuho Flash: 08 June 2022: Bank of Thailand: The Last Stand
- Mizuho Flash: 26 May 2022: Bank of Korea: "Big Step" Hikes?
- Mizuho Flash: 25 May 2022: Indonesia: Bank Indonesia Still Biding Its Time On Rate Hikes
- 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 Chart Speak
- Mizuho Chart Speak: 11 November 2022: Fed-EM Asia: Inflation: Concessions, Not Conclusions
- Mizuho Chart Speak: 11 November 2022: Korea Current Account Oscillation Not Reversion
- Mizuho Chart Speak: 27 October 2022: Fed-EM-Asia: Central Bank Risks: Of Canaries & Collateral Damage
- Mizuho Chart Speak: 20 October 2022: Fed-USD: Exceptional USD Strength & Endogenous Risks
- Mizuho Chart Speak: 17 October 2022: SBV-VND: Wider Bands About USD Exceptionalalism, Not VND Merchantilism
- Mizuho Chart Speak: 13 October 2022: Thailand: Of Deficits and Slippery Moving Parts
- Mizuho Chart Speak: 13 October 2022: MAS-SGD: Dissociating MAS Hawks & SGD Bulls
- Mizuho Chart Speak: 17 October 2022: SBV-VND: Wider Bands About USD Exceptionalism, Not VND Mercantilism
- Mizuho Chart Speak: 11 October 2022: FX: Differentiating, Not Defining, Stress
- Mizuho Chart Speak: 15 September 2022: EM-Asia FX (Part 1): Peculiar, Not Different
- Mizuho Chart Speak: 6 September 2022: Can CNY Defy the Dollar (Bull)?
- Mizuho Chart Speak: 7 September 2022: OPEC+ Cut: Insignificant, Not Inconsequential
- Mizuho Chart Speak: 16 August 2022: China: Overestimating Stimulus?
- Mizuho Chart Speak: 10 Aug 2022: OPEC+: Capacity, Not Quota Constraints
- Mizuho Chart Speak: 04 Aug 2022: EM Asia FX Risks (Part 2): Cash Burn Conundrum
- Mizuho Chart Speak: 20 Jul 2022: EM Asia FX Risks (Part 1): Overblown, But Not Obviated
- Mizuho Chart Speak: 24 Jun 2022: Oil: Why Oil is a Binary Risk
- Mizuho Chart Speak: 22 Jun 2022: South Korea: Headwinds Manifest
- Mizuho Chart Speak: 17 Jun 2022: EM Asia: Bracing For Fed Headwinds
- Mizuho Chart Speak: 10 Jun 2022: EM Asia: Inflation Shocks to Overtake?
- Mizuho Chart Speak: 01 Jun 2022: EM Asia: Stagflation-Type Risks Mount
- Mizuho 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 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