Buoyant Returns Beyond the Benchmark in 2016 YTD
The first 10 months of 2016 brought its fair share of macroeconomic challenges to the region. During the 10 months, the Straits Times Index (STI)...
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Long Oil Bets Gaining Traction
Chartonics webacast Tuesday 22 November 2016Long oil betsTo view click on this link: http://www.screencast.com/t/DfLJoQGY2fGR 6:28 min. Brent -...
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Silk Roads Part 3: China and OBOR Investment
The stock of foreign direct investment into the "One Belt One Road" bloc is a small share of global investment; nonetheless, the bloc's share of...
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Vodafone Takes Charge on India, Postpones IPO but Expects More Consolidation
Vodafone (VOD LN) reported overall results this week with better than expected 2Q service revenue trends globally (+2.4%, vs. +2.2% in Q1), and 1H...
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ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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