2016 US Elections Scenario One: Hillary Clinton Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
197 Views
On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
215 Views
Qualcomm in Talks to Acquire NXP; Away from Smartphone but Move to Automotive
Executive summary According to The Wall Street Journal News, Qualcomm is in talks to invest over US$30bn in buying NXP and the deal could be done...
295 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
316 Views
ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
214 Views