Singapore: Near-Term Turnaround for the Economy?
There are nascent signs that some sectors are turning around. Industrial production has reversed its decline, real incomes have risen, tourists...
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Asian Currencies: What Inflation Differentials Show
The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this...
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Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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Singapore: Forewarning of Further Problems
Hopes raised by slightly better than expected GDP and industrial growth but... Expectations exceeded, growth outlook not promising: GDP growth was...
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Squeeze Ripples - Trade the Fade
Chartonics weekly Monday 30 May 2016Squeeze ripples - trade the fadeWe did get the touted S&P induced short squeeze in Europe and EM’s while re...
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