ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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Helping People Own a Home
A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign...
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DBS and UOB Tier 1 and Tier 2 Capital Raising - Perhaps More Will Follow?
With worsening credit quality overseas, considerable risk remaining with oil and gas service companies, and relatively high exposure to...
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Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
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Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
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