Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
66 Views
Asian Profit And Investment Cycles - Taking Comfort Despite Grey Hairs
In insight note Asia In An Uncertain World - The Place to Hide we concluded that now more than ever investors need to pay attention to...
101 Views
China’s Industrial Profits Rebound/Shadow Banking Crackdown/Energy Reform
China News That Matters We’re in the money! Profits jump at Chinese industrial firms Financial regulators as keen as ever to clamp down on risky...
119 Views
Asia In An Uncertain World - The Place to Hide
Each day brings another set of news headlines that adds to uncertainty. One moment Italy is on the brink of forming a new government, the next it...
93 Views
USDCNY Relationship Diverges Significantly From Expectations
From late January through late April, the correlation broke down significantly and has only recently returned to historical norms. It is too soon...
87 Views