China - Late 2012-Early 2013 Repeat
Every time the Chinese authorities try to wean the economy off monetary stimulus they are forced back into an ever diminishing cycle. 2015 is no...
302 Views
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
195 Views
Lithium - An Outlier Among Sinking Commodities
Unlike gold and oil, Lithium is not an exchange traded commodity but is nevertheless considered one. From mid 2014, the commodities market has seen...
266 Views
Growing DM Peak Risk as EM's Squeeze Higher
Chartonics weekly Monday 21 March 2016Growing DM peak risk as EM’s squeeze higherOur March risk on rally is maturing with DM’s slated to peak in...
233 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