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...
222 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...
265 Views
Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?
Ā Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...
292 Views
Silk Roads Part I:Ā Background
Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of...
372 Views
Chinese Policy Banks Not the Real Threat
The latest threat assessment from China watchers has, at least partially, focussed upon the Policy Banks. Ā China Development Bank, China Ex-ImĀ Bank...
327 Views