Asia
Caixin Services PMI Underscores Positive Demand Dynamics…
Fade The Rally In Chinese Stocks…
Central banks are in a dilemma whether to prioritize supporting growth or bringing inflation back to target. This is unlikely to end well. Investors should be defensively positioned.
Mixed Messages From Chinese PMIs…
Domestic And Global Headwinds Weigh On Chinese Profits…
A Durable Recovery In Chinese Stocks…
China’s economy is cruising at a very low altitude. The odds are that China’s equity rebound is running out of time. The RMB will continue to depreciate versus the US dollar in the coming months, albeit the pace may be modest.
Asian Trade Suggests Strong Global Growth Momentum…
European profits margins are elevated. Will a mild recession be enough to bring them down?
EM Asian Currencies Have Further Downside…