'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
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Marketnomix Insights : United States
The US economy is expected to get a boost in 2017 through increased infrastructure spending and a lowering of corporate tax rates with the...
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The New Future of US Banking and Financial Services Regulation
The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last...
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Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
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Dawn of the Trump Era: Loy Kratong & Thematic Small Caps
In this review, we examine various factors that could affect Thai equities markets in the short to medium term post the US elections. Our thoughts...
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