5 Things We Watch – Fed Overtightening, Curve Steepening, US CPI, BoJ & China
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. With US CPI being...
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Central Bank Vows Further Mortgage Easing to Support Housing
China’s central bank pledged to step up mortgage easing to support homebuyers, signaling further efforts to bolster the ailing property...
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Trump's Trade War Revisited: Tariffs Did Reduce China's Bilateral Surplus with US
China's share of US imports declined from 21.8% in Mar'18 to 15.1% in May'23. ASEAN & India are gainers from this. The still-large bilateral trade...
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Postcard from HK <> SG | "The Frog in the Well"
Engaged in valuable interactions with analysts and portfolio managers with an objective to understand views on India & grasp regional markets.
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The Market Leaders Hiding in Plain Sight
The long-term structure of global markets is seeing a loss of leadership by U.S. equities and emerging new leadership in Europe.
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