Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

CrossBorder Capital an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Our proprietary databases (available to clients) cover 80 countries in depth from 1980 onwards. We take a systematic quantitative methodology that uses this data with AI models to predict financial market movements. The efficacy of our data has been independently verified, and we have an associated but separate asset management division.

Cross-Asset Liquidity Strategist

Vietnam: Savings and the Nature of Growth

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Macroeconomics

MSCI AC Asia ex Japan Index (MXASJ INDEX)

<ul>
<li>March saw another strong month of cross-border capital inflows into Vietnam financial assets</li>
<li>Underlying flow index shows strong momentum hits value 76.9 (range 0-100)</li>
<li>
Vietnam flows are moving with similar cross-border flow cycle as China and Asian EM
</li>
</ul>


March saw another strong month of cross-border capital inflows into Vietnam financial assets
Underlying flow index shows strong momentum hits value 76.9 (range 0-100)

Vietnam flows are moving with similar cross-border flow cycle as China and Asian EM



Vietnam’s Big Investment Secret: Foreign Inflows Surge