Rotating EM Flows: From Japan to Emerging Asia
Welcome to the Emerging Market Series, this week covering the rotating capital flows away from Japan and its significance for China and Emerging...
211 Views
Are We Heading for a Volatility Event?
Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably...
200 Views
Multi Asset Strategy - March 2024
A Vote-of-Account-Budget sets the Narrative of “Viksit Bharat”: We believe that the Budget has proactively set the tone for economic development in...
264 Views
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30, Value Up
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
829 Views
The Weekly Market Monitor – These Two All-Time Highs Are No Coincidence!
Forget the macro data for a moment. This week was all about central banks opening the door to policy easing and scarce assets recording new all...
355 Views