ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
305 Views
China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
162 Views
Hong Kong: Watershed Polls May Strain Ties with China Further
Record turnout, shift to more “localism”: On 4 Sep, Hong Kongers turned out in record numbers (58% - five percentage points higher than four...
166 Views
ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
410 Views
Softer September with a Stronger USD
September weakness is viewed as a buying opportunity near ideal S&P support at 2,120. Weakness falls within corrective parameters as long as we...
177 Views