Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
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4Q17 GDP Eases Although Robust Demand Noted
Lower than expected 4Q17 GDP growth of 6.6%YoY contributed to robust growth of 6.7% in 2017, the first year of President Duterte’s term, although...
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A Perspective on TRAIN's Package 2
Package 2 of TRAIN led by a corporate income tax (CIT) cut alongside narrowing of fiscal incentives to offset any revenue shortfall from the CIT...
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Why Invest in Frontier Markets? Sri Lanka a Case in Point. Insights from Our Recent Investment Trip.
Over the last few decades, we have witnessed the Asian Tigers – South Korea, Taiwan, Hong Kong, and Singapore – evolve from 3rd world frontier...
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