Brexit Fails to Deliver - Global Equity Markets Set For Further Upside
Prior to the Brexit we highlighted our concerns over the potential for turmoil surrounding the Brexit to trigger what we define as a ‘bad...
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Changing Patterns of Employment in China
Employment patterns are changing in China and the government has had some success in finding employment for the millions of heavy industrial...
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Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
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RRG Macro Insights: Emerging Markets Move to Center Stage
Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory...
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Meltdown of World's Biggest Trader Continues
In the 2 years ending 30 June 2016, China's foreign reserves declined by US$788bn -- despite a cumulative trade surplus for the 2-year period of...
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