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Insights on Laos

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bearishMacroeconomics
01 Sep 2024 08:48

Asia Country Risk Ratings

​Country risk reviews for Asian countries show medium-high risk for Cambodia, China, Laos, and Mongolia, medium-low risk for Taiwan, and high risk...

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Alex Ng
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22 Jul 2024 09:18

Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?

I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.

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20 Jul 2024 04:00

Portfolio Watch: Here Comes the Metals Meltdown...

After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.

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17 Jul 2024 16:03

Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade

Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.

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16 Jul 2024 09:47

Energy Cable: Copper Prices Are Too High!

This week, we will take a look at copper, which has rebounded in July, and also discuss freight rates, where calmer weather at the Cape of Good...

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