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...
338 Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
439 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...
272 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...
213 Views
AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
181 Views