2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 2
Since we published this piece, The HSI is up 12%, the HSCEI is up 16% and the HSCCI is up 17%. Since January's bottom, when we reiterated BUY,...
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Macro Overview #2: A Review of Recent Events Impacting Our Investment Themes.
Is China going to embark on QE? Exchanges raise margin requirements to slow gold's ascent. US and Japanese stock markets look increasingly at risk
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Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
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Inflation Takes Centre Stage - QE Coming?
Inflationary pressures in the US are evident, putting more pressure on the JPY. US banks may be engaging in a back-door quantitative easing with...
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US Employment Report Superficially Strong Again
Stocks and Gold rise on strong US employment data, but underlying economic concerns persist while Bank of Japan grapples with credibility issues.
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