Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
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Singapore: Economy Is Moribund as Services Also Stall
Advance GDP estimates for 2Q16 showed the Singapore economy remaining moribund, growing by 2.2% y/y in 2Q16, up marginally from 2.1% in 1Q16....
273 Views
Panic Surrounding Brexit Causes Trading Opportunity in Emerging Markets
RRG StatArb Algorithm Identifies Panic Following BrexitOn July 12th, 2016 the RRG StatArb Algorithm identified a market inefficiency caused by the...
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Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
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Singapore: Near-Term Turnaround for the Economy?
There are nascent signs that some sectors are turning around. Industrial production has reversed its decline, real incomes have risen, tourists...
205 Views