Ten Years On - Asia's Time Is Coming, Don't Miss The Boat
We noted in Ten Years On - Asia Outperforms Advanced Economies Asia’s economies and companies have outperformed advanced country peers in the ten...
495 Views
Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
305 Views
The China-US Trade War: What Is the Next
The Trump administration said on 15 June 2018 that it would impose a 25 percent tariff on USD 50 bn of Chinese products that are imported into the...
122 Views
Korea - Capex In For A Period Of Adjustment
That capex rebounded last year is an understatement – investment’s contribution to real GDP in 2017 was the biggest since 1998. Moderation was...
89 Views
Materials Sector Warning Signals
Chart postures for copper and steel are looking precarious to the point where we are starting to see warning signals flash for the miners. China...
112 Views