Quam Morning Note (27 Mar) - Sino Biopharma
Hong Kong market commentary A-share market commentary Sino Biopharma revenue up 10.3% y/y in 2025
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CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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End-2015 should see Euro-zone EQ up +40-60%, Nikkei over 22K, USDCHF over 1.02, USDJPY over 125
Another blow-up non-farm number coming up? Run US macro bears, run! European equities will end up 30% to 60% for the year. Play through...
396 Views
The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
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The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...
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