ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
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2016 US Elections Scenario One: Hillary Clinton Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
206 Views
On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
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OPEC Cuts, U.S. E&Ps Drill: Our Oil Price Outlook Remains Unchanged
In a somewhat surprising development, OPEC members have tentatively agreed to a production target of between 32.5 million and 33.3 million barrels...
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