Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
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Five Key Travel Markets to Watch for Digital Growth
Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...
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5 Stock Picks for Santa Trump
In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...
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USD and Yield Buckle Points for EM's
Our call for a USD and rising yields in the US and Europe is unfolding in line and now seeing this bias bleed into EM debt. We also warned weeks...
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Where Does Trump's Rubber Hit the Road?
The markets are moving well before the rubber hits the road on the Trump presidency. Trump will have perhaps the most power of any President in...
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