Oil Price - OPEC Deal or No Deal?
Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production...
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Asia FX Action Points
Chartonics webcast Tuesday 22 March 2016 Asia FX actionTo view click on this link: http://www.screencast.com/t/m9gF64uDp 5:15 min.We run through...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
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March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
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