2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
210 Views
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...
195 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
US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
222 Views
ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
369 Views