Vishnu Varathan - Mizuho Bank

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Last quote by Vishnu Varathan

Something has to give if they are curtailing credit.feedback
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Jul 31 2017 China
Vishnu Varathan has been quoted 28 times. The one recent article where Vishnu Varathan has been quoted is Asia manufacturing picks up in June but momentum seen slowing into second half. Most recently, Vishnu Varathan was quoted as having said, “Overall, the cross above the 50 waterline is not in doubt. But the ability for manufacturers to continue to accelerate, or to maintain sharp surges in production, is in question given underlying demand, apart from some bright spots, doesn't seem to have permeated more widely across the different sectors.”.
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Vishnu Varathan quotes

Mar 16 2017 - Indonesia

Funds bound by IG (investment grade) ratings could provide another leg up for Indonesian assets on the (S&P) trigger.feedback

Jan 19 2017 - Protectionism

Under the Goldilocks scenario, we ensure that costs don't rise so fast that it stifles demand. We'd find a more durable recovery in global demand... and that effect cascades down to other exporters. This is going to be quite positive for Asia, which is either home to major capital goods producers outside of Germany, or linked via the supply chain.feedback

Jan 19 2017

China's GDP is notoriously steady, with very little deviation from consensus…instead the nuances buried in data details may offer the only real glimpses beneath the GDP bonnet.feedback

Nov 15 2016 - Singapore

On the whole we did have a situation where interest rates were softening.feedback

Nov 15 2016 - Singapore

I'm suggesting that it is because prices have continued to drop that transactions have picked up from a very, very low level.feedback

Nov 09 2016

In this case whether it's a Clinton win or a Trump win, at this point beyond just unravelling some of the very tail-risk events, there's really nothing left in the tank to aggressively trade gold.feedback

Oct 31 2016

The week ahead is loaded but may be of little consequence, merely firing blanks.feedback

Oct 18 2016

With a theme of broader soft-landing, if not stabilization, the data releases may not be excessively damaging.feedback

Oct 17 2016 - Singapore

The bigger picture remains that particularly given that China's export falls were very unexpectedly weaker, the sense is that this is going to set the stage for a rather wobbly and fragile coming months.feedback

Sep 30 2016

Vietnam remains one of the bright spots in Asia.feedback

Aug 22 2016

Patel's preference for appropriately positive real rates rates (1.5 to 2 percent) suggests that inflation needs to subside substantially from around 6 percent before the policy rate may be reduced from 6.5 percent.feedback

Aug 11 2016 - Singapore

Global demand continues to be weak and for a country like Singapore that is open, it shows very, very quickly and rapidly.feedback

Jun 24 2016

Because this Brexit is seen as an extreme risk event, it tends to attract a lot of interest in gold.feedback

Jun 24 2016

It's certainly going to retard the kind of recovery momentum we've seen shaping up in Europe and for the UK it will probably negate a lot of the stimulus effects.feedback

Jun 13 2016

Even if the BOJ may opt to stay put, further stimulus may only be a matter of time. Fact is, skirting an outright recession is hollow consolation given underlying domestic and external headwinds.feedback

Jun 07 2016

With unexpectedly strong Q1 GDP, admittedly flattered by net export volumes whereas investments were dismal, the RBA faces a high bar to justify another urgent rate cut.feedback

Feb 29 2016

Global crude prices are convulsing (albeit at rather low levels) amid 'on-off' hopes of global oil production cuts. This adds yet another layer of volatility to an already bifurcated global market.feedback

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