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...
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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...
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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...
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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...
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What Will China Look Like in 2025?
What will China look like in 2025? This is a follow up to our Outlook for China:10 Predictions for the Next 10 Years presentation, where we present...
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