Just Another Statistic
China's Communist Party has expelled the former head of the National Bureau of Statistics, citing his lack of political belief and other nefarious...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop -Â Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
470 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
China's Army of Family Planning Officials
The falling birth rate in China and the failure of many eligible young couples to take up the offer to have more children has meant less and less...
267 Views
The Philippines: High Growth Rates Depend on Policy Direction and Politics
The Philippines is cementing itself as Southeast Asia's fastest growing economy - posting 7.3% y/y growth. Strong domestic demand, a flourishing...
254 Views