Investment-Led Rebound to 7.2% Real GDP Growth
A 12% YoY surge in fixed investment spending enabled real GDP to accelerate to 7.2% YoY growth in the Oct-Dec 17 quarter. Agriculture,...
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Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
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Great Game 2.0: More Moves On The Chess Board
China and India's jockeying for position and strategic influence across the Pacific Ocean can be seen as a new 'Great Game' for the 21st century as...
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India: Consumer Sentiment Turns to Improve
According to the December round of Consumer Confidence Survey (CCS), the consumer confidence gained some traction as the current situation index...
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Chart of the Day: China Isn't Deleveraging (Yet) But Most of Asia Is!
China bulls will like to tell you that the economy is deleveraging in line with the authorities wishes. A number of key metrics however show that...
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