US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
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Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?
With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal...
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Developed Markets Compete for Share of Tourist Spend in Run-Up to Festive Luxury Shopping
Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on...
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ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
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ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
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