Korea - Capex In For A Period Of Adjustment
That capex rebounded last year is an understatement – investment’s contribution to real GDP in 2017 was the biggest since 1998. Moderation was...
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Cue the Fiscal and Inflation Fears
Was the recent big tax cut not enough? CNBC reported that President Trump is proposing further tax cuts before November.These actions prompted...
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Gold Price Challenged by Rising Real Yields
INVESTMENT VIEWWe would sell SPDR Gold Shares (GLD US) and expect further downside of about $5/share (or US$50/oz of Gold (GOLD COMDTY)) in the...
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