ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
401 Views
What's Happening with Chinese FX Reserves?
Foreign exchange reserves in China continued to fall in august, though at a slow pace. Reserves decreased to $3.19 trillion in August, a $15.89...
176 Views
The Balance Sheet on QE
When quantitative easing (QE) was introduced in 2008, it was seen as a panacea for many economic ills. But eight years on there is a mountain of...
147 Views
RMB FX Flow Report
China became a net capital exporter for the first time in 2014 as outward direct investment (ODI) overtook foreign direct investment (FDI)....
137 Views
Liquidity and Technical Drivers of Hybrids
Bank hybrids have been issued in the Australian financial landscape for over 20 years in various forms. While drivers of performance have varied...
390 Views