Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
331 Views
Oil After 50%: Where Now for Stocks?
Summary points 1986 remians the best comparable for oil prices now in our opinion. Adjusting the oil price for the action of the dollar improves...
232 Views
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...
1.1k Views
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...
212 Views
Moat or Mother Fracker?
Exploration and production companies have long relied on capital markets to fund stellar growth, perhaps assuming that persistently high commodity...
193 Views