Tensions in the East China Sea
Japan switched on a radar station on Yonaguni island in the East China Sea on 28 Mar, affording itself a permanent intelligence post close to...
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AmpGFX - Warning Signs for EUR and JPY, EM Rally Mature, Gold May Be Poised for Renewed Strength
The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and...
192 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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Risk Transition
Chartonics webcast Wednesday 23 March 2016 Risk on to off transitionTo view click on this link: http://www.screencast.com/t/Y2Eeop9P3Yad 5:08...
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Japan: Economy Languishing, Monetary Policy Questioned
Three negatives for Japan’s recovery First, the Yen’s sharp rebound is likely to hurt competitiveness. Second, exports remain under pressure -...
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