China: The Dollar for the Short Term, Governance for the Long Term
Chinese offshore equities have continued to be among the best performing financial assets in the world over the year-to-date, but the risks are now...
267 Views
Merkel's Triumph Masks the Longer-Term Challenges from the Empowered Fringes
Angela Merkel swept to another strong plurality in the Bundestag, albeit with a smaller share of votes (32.9%) and seats (217 out of 631 according...
267 Views
The Market Sentimentalist - Are You Experienced?
Summary In a world where geopolitical tensions are elevated, it is worrying that experienced world political leaders are in short supply. The...
193 Views
China (Underweight): Equities Driven by Stimulus & Flows, Not Reform (Part 2 of 6)
Main Conclusions There is no immediate indication of an end to either of the twin flows into Chinese offshore equities, namely global investors...
235 Views
Emerging Asia: Review and Outlook (Part 1 of 6)
The renewed surge in emerging market equities appears increasingly at odds with the underlying fundamentals in a manner which is starting to be...
391 Views