USD and Yield Buckle Points for EM's
Our call for a  USD and rising yields in the US and Europe is unfolding in line and now seeing this bias bleed into EM debt. We also warned weeks...
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Where Does Trump's Rubber Hit the Road?
The markets are moving well before the rubber hits the road on the Trump presidency. Â Trump will have perhaps the most power of any President in...
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Dawn of the Trump Era: Loy Kratong &Â Thematic Small Caps
In this review, we examine various factors that could affect Thai equities markets in the short to medium term post the US elections. Our thoughts...
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The Trump Rally Portfolio Reorganization
People used to say Texas would be the most likely state to secede from the Union. Even recently. Now they will write about California seceding. And...
263 Views
Why We Bought Big Yesterday in Asia
We wanted to outlined action point notes that went out yesterday in Asia to our more active hedge fund clients where we were reversing shorts and...
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