Trade
Listen to a short summary of this report. Executive Summary A Tremendous Inflow Into US Government Bonds
A Tremendous Inflow Into US Government Bonds…
Executive Summary Autocracy Hurts Productivity
Autocracy Hurts Productivity…
Executive Summary Favor ASEAN And The Philippines
Favor ASEAN And The Philippines…
Executive Summary The Declining Value Of An Old Friendship
Indo-Russian Relations: Quo Vadis…
Executive Summary The Ukraine war reinforces our key view that commodity producers will use their geopolitical leverage this year. The market is growing complacent again about Russian risks. Iran is part of the same dynamic. If US-Iran talks fail, as we expect, the Middle East will…
Executive Summary Major EM’s Defense Spends Will Be Comparable To That Of Developed Countries
Beware EMs That Borrow Too Much Or Wage War…
Dear client, This week we are sending you a joint Special Report with my colleague Chester Ntonifor, Foreign Exchange Strategist. The Special Report provides our outlook on the RMB. I trust that you will find the report very insightful. Best regards, Jing Sima China Strategist Executive…
Executive Summary The RMB And Real Interest Rates
The RMB And Real Interest Rates…
Executive Summary Failure Of Iran Deal Tightens Oil Supply
Failure Of Iran Deal Tights Oil Supply…
Executive Summary The RMB And Real Interest Rates
The RMB And Real Interest Rates…