As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
734 Views
Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
3.2k Views
Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
299 Views
US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
376 Views
Switch into XLB Materials ETF (What Did You Notice in the First Three Minutes of La La Land?)
It's the end of the year - time to reflect on the past year, spend time with friends & family, think about changes to one's portfolio, and...
304 Views