How Important Is the 6.7 Barrier for the RMB?
Now that the RMB has breached 6.7 there are questions about the future of the RMB and whether this signals the breaching of a key resistance line...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
489 Views
What's Happening with Chinese FX Reserves?
Foreign exchange reserves in China continued to fall in august, though at a slow pace. Reserves decreased to $3.19 trillion in August, a $15.89...
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The Balance Sheet on QE
When quantitative easing (QE) was introduced in 2008, it was seen as a panacea for many economic ills. But eight years on there is a mountain of...
255 Views
2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
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