The Case for Technical Analysis in Asian Markets
This is Part 1 of a collaborative report between Thomas Schroeder and Douglas Kim. Part 1 of this report is based on a Q&A format, taking cue...
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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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EEM Warning Signals Mounting
EEM displays increasing signals of a top and risk of a decline back to trendline support at 41-42 if pivot support is broken. Near term, one would...
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Positioning for the Coming Shift InEconomies and Markets?
India: GDP in Q3 rose a very respectable 6.3% y/y. Investment and Inventories rebounded in the period.Chile: Industrial production grew a...
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Chart of the Day: Turkey Shoot
Turkey seems to be accelerating towards full-blown economic crisis: a development that should give all emerging market investors food for thought....
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