Bonds and Banks/Swine Fever/Asian Free Trade/London Stock Connect/Commodity Futures
China News That Matters China turns the lending taps back on Inflation fears spook bond investors Asia-Pacific trade deal prospects Shanghai-London...
249 Views
So, When Will EM Recover?
Three macro-factors matter for the EM asset class Cross-border capital flows have yet to turn higher Investors' risk seeking appetite has...
318 Views
Sentiment On China - What Got Hot, What Faded In 2018 In Media Coverage
Over the past 2 years, we have monitored publicly available online English language 'Western' news headlines from around 10 major mainstream...
391 Views
Korea - BoK To Stay On Hold For Rest Of 2018
In August the Bank of Korea left interest rates unchanged for the tenth month at 1.5%. No one was surprised. The central bank’s job is done. We...
351 Views
Why Emerging Markets Really Are Different This Time
We fingerprint the 'typical' Emerging Market Crisis All EM Crises are 'first-and-foremost' currency crises The 2018 EM sell-off looks similar, but...
305 Views