US: Manufacturing Boom!
While markets have focused on the slight miss in the headline number, the real message of the August labour market report was that the...
336 Views
The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
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US: GDP Nuggets
The revised Q2 GDP data contain a number of interesting and important features that may have flown under investors' radar and, more broadly, offers...
106 Views
The Market Sentimentalist - Cock-A-Doodle-Doo
SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...
144 Views
US: Think The Trump Bump Is Over? Think Again.....
The election of Donald Trump saw previously muted animal spirits soar as businesses anticipated a de-regulation, health-care reform and fiscal...
152 Views