Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
421 Views
Does QE4 Include China?
China’s People’s Bank looks to be adding slightly more liquidity to markets PBoC had tightened sharply in late-2018 and so caused latest World...
576 Views
Capital Flows Return To Asia and India
Latest January 'flash' data show cross-border capital returning to Asia Asian EM and India favoured Reinforces similar evidence in December and...
609 Views
China Crushed By US Trade Spat – Are The Markets Warning That The News Will Get Worse?
China, Hong Kong and Singapore Investors' Risk Appetite readings slump following tariff war Singapore especially badly hit and suggests regional...
492 Views
Asian Investors’ Risk Appetite Index Sees A Bear Market Collapse – No Buy Signal Yet...
Asian equities not yet a 'buy'. Continue to be cautious Latest Daily Risk Appetite data show plunging readings for Asian markets Equity bears...
515 Views