MSCI Asia Free Ex-Japan: More Bullish…50%+ Upside
The MSCI Asia Free ex-Japan (MXASJ – 686) recently set a new all-time high of 694, finally moving above the 2007 peak of 689. The region joins a...
275 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
337 Views
Why I've Run the Opposite Way and Traded Against ETFs Recently
When the market is oversold and I don’t know what to buy I will consider ETFs. But, to me, in this market, ETFs are WMDs. Take the sell-off in...
307 Views
Global Economy: Trends in Recent Data Support World Bank's More Upbeat Forecasts
Global economy: World Bank takes a more positive view Global economic growth is set to accelerate to 2.7% in 2017 and 2.9% in 2018 and 2019 from...
136 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...
249 Views