TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds
WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...
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Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. Recent Asian additions: Allergan...
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TGIM! @KVP_Macro - WK22. Mon 30 May 2016. The Global Macro Take: DXY Is Going Back to 100
Global Macro Take: WK 22 – DXY is going back to 100 Again its all about the US Dollar & upcoming Fed hikes, nothing else matters… DXY at 95.52...
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Australian Banks: NAB Has Minimum 10% Upside Potential - 3 Month View
Technical Analysis View: Renewed multi-month uptrend implies a minimum 10% rally (31.60+) in the next 3 month. Â Price Action: Impulsive bullish...
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Asia-Pacific: Branch Banking and Profitability
It is easy to understand why there has been and remains so much hope regarding the profitability of China’s banks. The simple answer is...
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