China (Underweight): Equities Driven by Stimulus & Flows, Not Reform (Part 2 of 6)
Main Conclusions There is no immediate indication of an end to either of the twin flows into Chinese offshore equities, namely global investors...
135 Views
Bank of Canada Could Surprise Again
The BoC rate decision tomorrow is a line ball call. The output gap model suggests getting a hurry on because the economy is moving into excess...
98 Views
Emerging Asia: Review and Outlook (Part 1 of 6)
The renewed surge in emerging market equities appears increasingly at odds with the underlying fundamentals in a manner which is starting to be...
199 Views
USD Cover Pressure with Weaker EM FX Linked to Equity Peaks
DXY - Long DXY (as a Euro hedge) from 93.00 (via UUP) with a stop below 92. Corrective rise targets 95.30/50 with scope to 96.50 stemming from Euro...
122 Views
BBSP Weekly Macro
In a nutshell... INDICES Toppish US markets below intermediate trend resistances as well as HSI, TWSE, Nifty for a pullback reaction. Mixed even...
90 Views