What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
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Brexit: Judgement Versus Obedience
Yesterday's high court ruling stating that parliament must have a say before any triggering of Article 50 to start the process for Britain to leave...
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Egypt Devalues - Now the Hard Work Starts
One gets the feeling all sorts of intriguing news is due to pop up in the next week into US elections, with today’s notes of interest being Egypt’s...
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Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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