Fixed Income: The US-China Détente: Implications for Asia
The potential U.S. recession has impacted smaller open economies reliant on exports, but recent positive news and tariff reduction measures are...
984 Views
China May Nullify World Recession
Several indicators point to approaching World recessionary trough and even an early pick-up. Chinese monetary policy easing may be enough to lift...
728 Views
Is It Time To Buy China?
Media pessimism about China has become exaggerated. The economy is not strong but latest data show acceleration, and the monetary backdrop is...
1.1k Views
The Asian ‘Euro’ (¥¥): Does It Already Exist?
An Asian 'Euro' may have already formed? If correct there are huge implications for asset allocation, such as buying Asian stocks and European bonds.
383 Views
Which Asian Equity Markets Are Still Cheap?
We use latest investor positioning data to show that (a) there is no bubble in World stock markets and (b) still market opportunities in Australia,...
750 Views