2017 Chart Based Portfolio Returns of 16% and 6%
To close out 2017 we wanted to review some of our best and worst calls for the year. Closed position return was 16.29% and current open positions...
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Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
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Chart of the Day: The Beautiful South (Asia)
Which emerging market and frontier economies will see the fastest economic growth over the medium-term? There is perhaps no more important...
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The Case for Technical Analysis in Asian Markets
This is Part 1 of a collaborative report between Thomas Schroeder and Douglas Kim. Part 1 of this report is based on a Q&A format, taking cue...
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2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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