After the Rally. What Next for the Hong Kong Market?
The emergence of the PBoC Put and what to do now that the Hang Seng Index has rallied so fast and hard. Has the boat been missed?
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Overview #9 Fallout from the Fed
A review of recent events/data impacting our investment themes and outlook. We look at the usual suspects of Gold, the JPY, Topix and the Hang...
447 Views
Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
207 Views
Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
We’ve generally experienced a “softer” September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
247 Views
Positioning Watch: Markets Are Positioned for Softness (in Rates)
Hello everyone, and welcome back to our weekly positioning watch. A lot is happening in markets ahead of what could be a significant turning point...
443 Views