Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
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Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
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India: MPC Makes the Right Decision on Interest Rates
Against the expectation of most economists and policymakers, the Monetary Policy Committee chose to keep rates unchanged on Friday while it changed...
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India – Weakening Rupee Means Little Relief For Banks
The last thing which struggling debtors in India need is another interest rate increase. But this is precisely what they will get. Given extreme...
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Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We open four new trades - (1) Tactical...
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