Broadening Evidence of Global Economic Recovery
In our first note for 2017 we are not ready to draw any significant conclusions for global currency markets. It is evident that a significant...
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Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
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Australian Banking: A Debt Investor's Guide
Over the past year the Australian banking sector has remained under intense public scrutiny from the regulatory bodies (ASIC, APRA, RBA), the...
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Australia's Major Banks - Shrinking to Greatness, Expanding to Safety
In the first instalment of a series of reports on global banking, Evidente undertakes a comprehensive review of Australia's major banks. These...
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ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
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