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...
427 Views
Rotating EM Flows: From Japan to Emerging Asia
Welcome to the Emerging Market Series, this week covering the rotating capital flows away from Japan and its significance for China and Emerging...
364 Views
Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
562 Views
EM Cycle Watch: South Korea a good buy?
The latest Nvidia earnings report was testament to the demand for tech and particularly semis, and it proved the persistent strength of the AI...
367 Views
Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
464 Views