ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
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What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
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Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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Rabble Rousers (Season Premiere): Now You See Me, Now You Don't
When Dr. Adisai Bhodaramik founded Jasmine Group, it was seen as an important competitor of industry giant AIS. The Group's upcountry fixed line...
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