Emerging Markets
China’s Housing Turnaround Will Take Time…
Executive Summary The Recovery of Chinese Property Market Relies On Home Sales
The Recovery of Chinese Property Market Relies on Home Sales…
Executive Summary The US dollar has become expensive, but it is not unusual for currencies to overshoot or undershoot their fair value. Valuation is not an effective market timing tool. In the US, high interest rates and a strong exchange rate are needed…
China PMIs Beat Expectations In August…
Headwinds Are Gathering For The South African Rand…
Fourth Taiwan Strait Crisis Only Beginning…
Chinese Profits Contract In July…
Strong Vietnamese Data: Reason For Optimism…
Executive Summary Our negative view on the summer rally is coming to fruition, with equities falling back on the negative geopolitical, macro, and monetary environment. China is easing policy ahead of its full return to autocratic government this fall.…
Chinese Stocks: Delisting Averted…