ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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Asia Frontier Updates
Vietnam UpdatesThe VN Index has returned 19.9% in the past year, making it a stellar outlier in frontier and emerging Asia. Vietnam's PER has...
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Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit
Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging...
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Fed Watching 2.0
Fed watching 2.0Automated, systematic analysis of central bank policy makers offers significant, actionable insights as iIlustrated by Bank of...
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US Demand Will Buoy Asia (Ex-China) In the Next Half-Year
ISM manufacturing new orders have been a reliable 6-month leading indicator of US demand for Asia's exports. While the magnitude of Asia's...
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