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...
194 Views
President Trump Taking America Back to the 1980s…
The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent...
212 Views
The Trump Rally Portfolio Reorganization
People used to say Texas would be the most likely state to secede from the Union. Even recently. Now they will write about California seceding. And...
165 Views
Implications of the 2016 Election for Banks and Systemically Important Financial Institutions
Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process....
192 Views