After His Catastrophic Foreign Policy Debut, Trump's Administration Faces Paralysis at Home
-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending,...
236 Views
EM's Run with US Pinned Down
Risk-on equity rallies unfolding outside of the suppressed US. Expect to break higher out of flat US congestion with EM’s and Europe leading....
192 Views
Asia Winners and Weaker Links
EEM 42 rally objectiveStrategic view: Bullish to 42 and 45.Tactical posture: Bullish from 38.80 buy in with risk to 38.50. Would be wrong below...
176 Views
US Loss of Momentum a Warning Sign for Asian Exports in 4Q 2017 and Beyond
-Reality continues to catch up with the Trump Economy, with real GDP growth slumping to just 0.7% QoQ in 1Q 2017, dragged down by sluggish private...
150 Views
Korea Re Rating and Japan Pivots as EEM Flies
Korea and Japan are our biggest bets in Asia followed by H shares and SE Asia.KoreaStrategic view: Bullish to Kospi 305, 322 and 330.Tactical...
156 Views