Populist Pandering Hurts the Dollar; Emerging Markets Powering On
USA politics appears to be descending steadily into a quagmire of dysfunction, contributing to a weaker and more uncertain US economic outlook. ...
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US: Manufacturing Boom!
While markets have focused on the slight miss in the headline number, the real message of the August labour market report was that the...
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The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
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US: GDP Nuggets
The revised Q2 GDP data contain a number of interesting and important features that may have flown under investors' radar and, more broadly, offers...
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The Market Sentimentalist - Cock-A-Doodle-Doo
SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...
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