Global Markets: Do You Feel Lucky?
Global equity markets have started 2018 well, the MSCI World (MXWO – 2,158) is up 2.6% year to date, while the world’s most important index, the...
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Latest Risk Appetite Data Show Asian Investors' Remain Calm
Latest securities’ holdings data for investors in pan-Asian markets signals that risk appetite has not yet become dangerously...
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Asian Money Dominated By China
Balance sheet data (see attached chart on PBoC balance sheet) show just how much the PBoC is easing monetary policy. On top, other regional...
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2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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Tencent (700 HK): Buy the Dip? Not so Fast…
If market participants were to vote for a company to be the poster-boy for the Asian bull market that started in early 2016, the hands down winner...
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