Renminbi Fails to Make the International Grade
Not so long ago China's renminbi was being touted as an up-and-coming currency. But recent figures from SWIFT suggest that the it is being used...
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Money Matters: Short-Term Dollar Catalysts.
Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian...
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2017 Asset Allocation Outlook: Part 1 ā Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
268 Views
The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trumpās casino organization for 3 years: a view from the inside Trumpās public statements and private...
346 Views
Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus āgroupthinkā reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
276 Views