Nicholas Spiro

Nicholas Spiro is a partner at Lauressa Advisory, a specialist macroeconomic and property consultancy in London.

  • Asian markets brush off concerns about China, Fed

    Stronger economic fundamentals bolster region's resilience

  • Buoyant Indian markets mask banking sector woes

    Lack of progress on cleaning up bad loans contributes to stagnant credit growth

  • Asian corporate bond rally has gone too far

    Despite region's advantages, yields too low to compensate for market risks

  • Asia's emerging markets holding firm against hawkish Fed

    New resilience could be strained by Yellen comments, rising Treasury yields

  • Asia's investors turn blind eye to risk of Le Pen victory

    Look out for signs that eurozone breakup looms

  • Caution reigns over monetary policy in developing Asia

    Rate-cutting days may be over but there is no rush to tighten policy yet

  • Local institutional investors sustain Asia's bond markets

    Foreign exits on rise since US election

  • Surging dollar key risk for emerging Asia's markets

    No sense of panic but 'Trumpflation' effect adding pressure

  • India's appeal to investors wanes as 'Trumpflation' looms

    Sentiment toward Indonesia more positive as Widodo and tax amnesty law impress

  • Trump victory weighs on Asian trading

  • Western political risks test Asia's resilience

  • China outlook clouds emerging Asia's recovery

  • Market calmness on China belies underlying risks