The New Abnormal (Part I): Low Energy Prices...Dude, Where's My Exit?
In this new two-part series, we examine how low oil prices and the resulting boon to consumption affects the Thai economy and markets and some...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
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