Global Macro Take: WK 13. Sitting on the Side-Lines… for Now
Given the tight & very light volumes last week, we really need everyone back in their trading seats to get a lay of the land Key question...
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AmpGFX - US Wages Data a Potential Flash Point, Global Markets Inflection Point
Global markets and investor confidence have reached an inflection point. They have recovered from the extreme bearishness in the early months of...
192 Views
Stewardship Risk in Focus
Evidente developed a measure of firm complexity and agency costs, which was originally launched for Australian stocks in 2015, designed to provide...
380 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...
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China Is Frantic About NPLs
There is talk that the regulator in China will allow banks to swap NPLs for equity stakes in the debtor companies. This is also talk that the...
227 Views