While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
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Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. There are many implications we need to act on in our portfolios....
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Trump & The Morning After the Night Before
As we come to the end of potentially one of the most transformative nights in global history it now seems almost certain that Donald Trump will be...
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Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
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What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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