Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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Japan Watch: The pros and cons for Ueda
The JPY market is one big roller-coaster at the moment as the market constantly tries to sniff out potential clues on when the Bank of Japan will...
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EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
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Japan Watch: Markets Are Unprepared for BoJ Action
It is time for one of the most important Bank of Japan meetings in decades. Markets remain unprepared for a move, despite the pre-warning of a...
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Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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