AmpGFX - BoJ's Deep Throat and China Market Risks Make Way for Higher Gold/JPY
The BoJ’s deep throat policy makes sense this time around after the shock tactics back-fired in January. The market is being massaged to expect...
262 Views
AmpGFX - NZD Well Placed to Benefit from Improving EM/Commodity Currency Sentiment
In our recent reports we have expressed a positive view for EM and commodity currencies (See AmpGFX Reports on 12 and 14 April). One of the...
267 Views
Portfolio Construction Assist - Dissecting Multiple Expansion in Defensive Assets
In the launch report of Portfolio Construction Assist, Evidente dissected the investment implications of the exceptionally low rates of return on...
248 Views
The RBA's Ground Hog Day
The RBA finds itself in a similar state of affairs as the last time it delivered stimulus in May 2015. The Australian economy has continued to...
265 Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
524 Views