Global Confidence Overcomes Italian Uncertainty
Global markets are moving in a classic risk-on fashion so far this week, despite the political upheaval in Italy. Even Italian bonds and bank...
143 Views
Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
153 Views
Five Key Travel Markets to Watch for Digital Growth
Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...
182 Views
5 Stock Picks for Santa Trump
In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...
1.6k Views
USD and Yield Buckle Points for EM's
Our call for a USD and rising yields in the US and Europe is unfolding in line and now seeing this bias bleed into EM debt. We also warned weeks...
149 Views