A Grimmer View on Global Risks Boosting the Dollar
The market appears to be taking a grimmer view of big global risk factors (Brexit, Italy, Chinese economy, and US trade policy). The relative...
406 Views
Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
636 Views
The Dollar and the Meeting Between Trump and Xi
There is no clear way to assess the probability of the outcome of this meeting, so uncertainty may keep asset markets in check as it approaches. ...
482 Views
Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
447 Views
China and the Devaluation Dilemma
China ended the trading week warning speculators against dealings in RMB. The statement lead the RMB to a turnaround from a 22 month low. For all...
302 Views