2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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21 Things Worth Knowing Today (Issue 2)
1. Catalonia's parliament voted for full independence - with the Spanish government about to apply Constitutional rule 155 and take over...
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The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
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GWM: Robust September Data Roars the Return of the SUV King
After months of tepid performance, no-moat GWM defied market consensus with September sales volume rising at an impressive nearly 40% month on...
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Sitting on the Volatility Volcano, as Asian SUV Boom Continues…
Global asset correlations are reminiscent of the synchronised markets of 2007/8 and there is a growing debate as to whether this is a technical...
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