Positioning and Imbalances
Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...
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CX Daily: Will Wind Go Out of SPACs’ Sails in Singapore and Hong Kong?
In Depth: Will wind go out of SPACs’ sails in Singapore and Hong Kong? China’s cabinet vows stronger policy to boost jobs amid Covid upsurge
399 Views
CX Daily: Shanghai Residents Organize Themselves to Survive Lockdown Chaos
In Depth: Shanghai residents organize themselves to survive lockdown chaos. Nio joins caravan of automakers halting production in China due to Covid
398 Views
Buy at the Sound of Cannons
The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
286 Views
Eight Hikes – 4 in 2018, and 4 in 2019 – What Does that Do to Asian Equity Markets?
ANTYA expects that the FOMC will raise interest rates 4 times in 2018 and maintain that trajectory for 2019 as well. Yes, we are calling for a 3.5%...
130 Views