ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
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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...
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VND: High-Yield Safe Haven Currency with Robust Exports and a CA Surplus
Vietnam continues to provide stable positive returns, and we recommend staying overweight in the VND, given the widening trade surplus (which...
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China's Growing Non-Military Militia in the South China Sea
China has deliberately chosen to use non-military fishermen militias in its growing conflicts in the South China Sea. Fishermen, coastguards - what...
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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...
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