Asia Calling: CNY - A Basket Currency, Not a Basket Case
* CNY remains under pressure given the economic slowdown, concerns about debt and capital outflows* China's FX reserves look more than enough, but...
222 Views
'Should You Trust the Bounce? '
After the recent global sell off across risk assets, we ask 'is there value from a tactical allocation perspective? ClearMacro's virtual tactician...
226 Views
What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
229 Views
The Sunni-Shia Canard
The Middle East has already hit the headlines in 2016 as the relationship between Saudi Arabia and Iran deteriorated further after the execution of...
269 Views
Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
1.9k Views