Observations from Three Weeks Marketing Japanese Equities in the US
It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in...
131 Views
Xiaomi The Money!
Three days after new listing rules came into effect in Hong Kong, Xiaomi submitted its application in Hong Kong for a dual-class shareholding...
356 Views
Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
193 Views
Paradigm Shift: A Bigger Slice of Apple's Service Pie
If you have been an investor in Apple Inc (AAPL US) this year – it has certainly been a bumpy ride – well, at least until May 1st, 2018 when it...
571 Views
Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sector…
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
191 Views