The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Top 5 Risks for Business in Asia Pacific
Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve...
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China Overseas Land & Invest: Ride on Inflation
Newly included in Asia Pacific model portfolio at 4.4% We newly included China Overseas Land & Investment Ltd. (688 HK) at the weight of 4.4%...
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