China Watch: No one has noticed that China is exporting INFLATION again..
Welcome to our weekly EM editorial where we shed light on the most important developments in the EM space in the context of the impulses from the...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
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CX Daily: Chinese Battery Makers Gird For Price War In Competition To Supply EV Producers
Batteries /Cover Story: Chinese battery makers gird for price war in competition to supply EV producers G20 /: Chinese premier meets Biden at...
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Commodity and FX Impulse Moves
If China's recovery continues to be disappointing, then the deflation of exports and a long position on commodities will be a big problem for the...
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