Isola Fullerton Global Private Alpha Fund secures anchor investors for First Close

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Isola Capital and Mantis Funds are excited to announce that the Isola Fullerton Global Private Alpha SP (the “Fund” or “IFGPA”) has secured its anchor investors for a first close.

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Isola Fullerton Global Private Alpha Fund to be launched in Australia in partnership with Mantis Funds

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Mantis is excited to announce that we have partnered with Isola Capital to bring the Isola Fullerton Global Private Alpha Fund (the “Fund”) to Australian investors. The Fund, which is

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China’s FV policy in a tough balancing act

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An ongoing liberalization of China’s currency and capital account is under threat as the renminbi falls, capital outflows intensify and foreign reserves dwindle. Forging ahead with the reform and taking

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Benign inflation to keep Asian central banks focused on growth risks

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Concerns that food and oil prices may soon reverse their downtrend, potentially derailing a nascent monetary easing cycle in Asia, are likely overdone. Central banks, in our view, are likely

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Has Indonesia turned the corner?

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The recent stabilisation in Indonesia’s currency and bond markets, together with subdued inflation and a healthy trade surplus, is paving the way for monetary easing. Moreover, a pickup in infrastructure

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Asia: Sound fundamentals suggest no repeat 1997–1998 crisis

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While Asian currencies have been quite unstable in recent months, comparisons with the Asian Financial Crisis are over the top, in our view. External positions of the region’s economies are in a

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Asian frontier economies face refinancing risks

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Asian frontier-market economies need to refinance a significant amount of external liabilities over the coming year. Their sovereign fundamentals are not too concerning, but the timing isn’t ideal, given the

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China after the market intervention: What’s next?

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China’s efforts to stem the market crash have had limited success so far. In our view, attempts to boost domestic demand via the policy banks will only help prevent further

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Malaysia: capital controls to support ringgit would be disruptive

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China’s surprise currency devaluation, which triggered a sell-off in many Asian currencies, has increased Malaysia’s headache as the country had already been struggling to halt the ringgit’s decline. Reintroducing capital

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China’s currency devaluation increases certainty

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China’s surprise currency devaluation sparked a debate on whether it was part of the country’s ongoing financial reform or a measure to boost flagging exports. The plot thickens, as the

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