Portfolio Watch: Markets sniffing out the Chinese resurgence case
Macro Portfolio: Markets sniffing out the Chinese resurgence caseOur conviction in pro-cyclical trends have been confirmed in markets this week,...
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China Watch: MAJOR breakouts in several commodities. Is China buying again?
Take aways: Low vol in commodities leading to no directional bets Chinese smelters cut striking fear in the marketChinese copper stock levels...
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Energy Cable #60: Copper getting some help from China?
Take aways: Chinese deflation and high USD rates really putting a damper on copper; Interesting divergence in the USD and crude oil; Russia not...
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The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
China set a growth target of “around 5%” for 2024, according to the “Government Work Report” released Tuesday as part of the opening of the...
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Portfolio Watch: Sea of cyclical green
Welcome to our latest edition of Portfolio Watch, our weekly deep-dive into prevailing market trends and our portfolio strategies. In this updated...
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