Please join Chief Geopolitical/US Political Strategist, Matt Gertken, with special guest, Rodger Baker, Executive Director of Stratfor Center for Applied Geopolitics for a Webcast, Tuesday, December 10 at 2:00 PM EST, (7:00 PM GST, 8…
South Korea is undergoing political turmoil, with President Yoon attempting to declare martial law. The situation is fluid and can change quickly, but there are a few investment takeaways. As we pointed a few weeks back, BCA…
The global political system is destabilizing and the US will turn more hawkish in foreign policy, trade policy, or both, regardless of the election outcome. Tactically go long the dollar.
The recent slump in globally- and tech-sensitive East Asian trade shows no respite, with advanced October Korean exports and September Taiwanese export orders data disappointing. Korean exports for the first 20 days of October…
Export dynamics from small open economies are a good bellwether for global growth conditions. Taiwan export orders accelerated from 4.8% y/y to a faster-than-anticipated 9.1% in August. The faster pace of growth was also broad…
Trade data from small open economies act as a bellwether for global growth developments. In August, Korean exports expanded by 11.4% y/y in USD and 5.7% y/y in KRW terms, marking their eleventh and eighth consecutive month of…
According to BCA Research’s Emerging Markets Strategy Service, China has been accumulating high-value memory semiconductors in anticipation of further US restrictions. Since October 2022, the US has been tightening rules…
Export dynamics of small open economies are a bellwether for global growth. The latest Taiwanese and Korean export numbers are consistent with a revival in global trade. Taiwanese export orders grew by 1.2% y/y in March…
While 2024 will see various election risks, global geopolitical uncertainty is driven by the US election and its struggle with Russia, China, and Iran. The stock market can manage local domestic political risk. But it will correct…