Taiwan Investors Factor In China Recovery
It is time to go increase exposure to Taiwanese equities, if you haven’t already. Like bourses around the region, Taiwan’s stock market has...
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Precipitous Deceleration Implies 2019 Is a Year of Stress, Despite Help from US$ Weakness
China has won the trade war so far, with China's exports to the US rising 11.3% YoY in 2018, while its imports from the US rose just 0.7% YoY. For...
495 Views
Follow The Money
January data on investor positioning show a big improvement in risk appetite for Emerging Markets Two-year ahead returns from risk assets likely...
491 Views
China Economics: The Bubble that Bursts the Demand
China’s 4Q GDP grew just 6.4% in Q4, 2018, the lowest since the Global Financial Crisis (GFC). We do not believe the number matched the market...
393 Views
Asian Exports - Ripple Out Effect
Asian exports ended 2018 on a weak note and got off to a rough start. Falling export prices, Taiwan export orders and Korean first 20 day shipments...
428 Views