EM Gold Rush: The pressure valve amid Asian FX debasement risks?
Welcome to this week’s edition of our EM-focused weekly editorial. This week, we’ve decided to look into the reemerging weakness in Asian FX, and...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
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Reflation Watch: Has Japan turned a page, and have markets gotten ahead of themselves?
Stagnant growth and price deflation have defined the term Japanization, and, due to rapidly rising debt levels in conjunction with aging...
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Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
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