ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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China Mobile: Revenue Slowdown, Profitability Intact.
My learned peers at Morningstar have already commented on the China Mobile (941 HK) results in Narrow-Moat China Mobile Reports Weaker Third...
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China Unicom. Improving Performance Despite The "Profit Warning".
China Unicom's (762 HK) "profit warning" should not be seen as a surprise. What was a surprise was the positive subscriber performance. We...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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