Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
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The Dollar and the Meeting Between Trump and Xi
There is no clear way to assess the probability of the outcome of this meeting, so uncertainty may keep asset markets in check as it approaches. ...
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Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
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China and the Devaluation Dilemma
China ended the trading week warning speculators against dealings in RMB. The statement lead the RMB to a turnaround from a 22 month low. For all...
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ECB and Fed QE Reversal in Play, Credit Risk Dampening CNY and EUR
The CNY has developed a steady downtrend. While this is often discussed in the context of political relations between the US and China, it may...
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