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...
157 Views
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...
192 Views
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...
181 Views
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...
187 Views
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...
167 Views