ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
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Japanese Equities - 4Q Traditionally the Best for Equities
Since quantitative easing - in one form or another - first arrived on Japanese shores in 2003, there has been a noticeable seasonal bias to the...
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China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
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PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
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DXY Critical for Asia/EM FX
Chartonics FX webcast Sunday 11 September 2016Trading this weekTo view click on this link: http://www.screencast.com/t/MUfbG1tknl8 9:25 min.DXY...
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