Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
276 Views
Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
423 Views
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
221 Views
Whisky - Rarer the Richer
Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...
260 Views
CNY Band Widening Likely by Q3
* The CNY is becoming a basket currency and greater basket currency flexibility is likely this year* The PBoC monetary policy report stated that...
207 Views