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...
398 Views
What's Happening with Chinese FX Reserves?
Foreign exchange reserves in China continued to fall in august, though at a slow pace. Reserves decreased to $3.19 trillion in August, a $15.89...
172 Views
The Balance Sheet on QE
When quantitative easing (QE) was introduced in 2008, it was seen as a panacea for many economic ills. But eight years on there is a mountain of...
142 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....
215 Views
RMB FX Flow Report
China became a net capital exporter for the first time in 2014 as outward direct investment (ODI) overtook foreign direct investment (FDI)....
134 Views