Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
738 Views
South Africa : A Cross Asset Overview of an EM Benchmark Country
South Africa is experiencing a period of political and financial turmoil, with the dismissal of the respected former finance minister Gordhan...
245 Views
China-Hong Kong Bond Connect on Its Way. A Legal Update from Dechert's Financial Services Group
China has announced the launch of a new initiative that is likely to liberalize the process for foreign investors to invest in the China bond...
356 Views
Tighter Monetary Policy to Facilitate Financial Deleveraging in China
After lifting the medium-term lending facility rate by 10 basis points on Jan. 24, the People's Bank of China raised the overnight short-term...
404 Views
What Caused the CNH Surge?
There was some consternation last night as the CNH surged against the USD bringing the CNY-CNH spread to an unprecedented 800 or so. What is...
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