Telok Ayer Macroeconomics | Awang Usman | Substack

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SMU Economics Intelligence Club (SEIC)

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Priyanka Kishore

Recent posts

Why South Korea’s CA Surplus Is not Bolstering the KRW

How structural outflows, NPS decisions, and semiconductor risks keep the won soft despite Korea’s current account strength

Dec 9, 2025 • Awang Usman

There is No US Repo Market Crisis

Despite the deluge in media coverage of the volatility in the repo market, things are likely fine. Although the US Fed have to find a way to fix the…

Nov 10, 2025 • Awang Usman

Was the THB rally driven by Gold?

Or was it just general excitement? Illegal activity? Also, whats up with Thailand's weak CA surplus?

Nov 4, 2025 • Awang Usman

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