Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
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Hopes for Uptick in Tech Exports
Exports slowing, but tech export cycle offers hopes for upturn Korea’s exports contracted 7% y/y for the first 20 days in Jan 16, up from the...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 2)
A follow up question to Part 1 of our 'Regional Currency Outlook' is the role monetary policy will play and what the overall implication is for...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 1)
The year has not gotten off to a good start, with financial markets in disarray and currencies tumbling against the US Dollar. However, our view...
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Strange Goings-On in North Korea
A number of strange occurrences have turned the spotlight to this secretive hermit kingdom once again. The Korean peninsula is rife with...
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