Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
326 Views
AmpGFX - Chinese Macro Data Weak, but Property Indicators Much Stronger
The panic in global markets in the first month of the year has reversed course and there has been almost as much panic to get back into the markets...
249 Views
AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
259 Views
Asia Calling: Measure for Measure - Why Fed Tightening Is Great News for High-Beta Assets
* Concerns over China, the US and oil have driven this year's market slump, not the Fed* Yellen's Fed is likely to enact the most 'measured'...
330 Views
Moat or Mother Fracker?
Exploration and production companies have long relied on capital markets to fund stellar growth, perhaps assuming that persistently high commodity...
298 Views