How to Position as Massive Market Discrepancy in EM Begins to Correct
Since bottoming in early 2016 global equity markets have surged. Emerging Markets have been one of the best performing asset classes with the...
288 Views
JASTA Will Push Saudi East
Senate and Congress have overridden President Obama's veto on the Justice Against Sponsors of Terrorism (JASTA) legislation, designed to allow...
281 Views
Indonesia: The Recovery Is Here, and Will Be Aided by More Monetary Easing
Non-oil/gas exports and imports, the missing element in Indonesia's economic recovery, jumped on the growth bandwagon in August, as cement and car...
219 Views
China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
277 Views
Rousseff Removed From Office - Implications For Brazil Investors - Video of Interview and Insights
Dilma Rousseff removed from office in strong 61/20 vote but not banned from politics. Good news in the near-term for Brazil as currency and equity...
223 Views