A/H Premium Tracker (To 7 Mar 2025): AH Premia Still Falling; Expect Curve Torsion or AH Widening
AH Premia are down. AH Premia down low enough it seems further moves on narrow premia blue chips may need a policy move so playing curve torsion or...
597 Views
A/H Premium Tracker (To 28 Feb 2025): AH Premia Continue to Fall; Expect Widening
AH Premia are again at a 5yr low. Liquid Hs outperform illiquids with wider spreads. Trades are getting crowded. Biggest slew of recommendations in...
731 Views
CX Daily: Chinese Carmakers Expand Into Growing Central Asian Markets
TOP STORY Autos / Chinese carmakers expand into growing Central Asian markets Chinese automakers are pushing deeper into Central Asian markets...
347 Views
Chinese Carmakers Expand Into Growing Central Asian Markets
Chinese automakers are pushing deeper into Central Asian markets through exports and manufacturing localization after Russia’s crackdown on a...
206 Views
Tech Supply Chain Tracker (18-Feb-2025): Apple may assemble iPhones in Indonesia to comply with local rules.
Apple considers shifting iPhone assembly to Indonesia due to sales ban and local content rules; India's AI goals hindered by GPU shortages and high...
312 Views