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Global Strategy

Sleep on the Indian Stock Market at Your Own Risk

The Indian stock market has remained extraordinarily resilient since the Delta wave peaked in May. India Nifty Index Covid cases…

How High Can Commodities Take Inflation?

If the Delta variant undoubtedly caused a setback for the cyclical trade last quarter, resulting in renewed  outperformance by Big…

Can Government Bond Market Signals Still be Trusted?

As the daily noise in the financial markets continues to focus on every word uttered by a central banker, this…

Government’s are Coming for Big Tech, Should you be Worried?

Reports out of the mainland of late have seen a lot of discussion on President Xi Jinping’s new slogan of…

$4.5 Trillion of Stimulus is What Matters, Not the Fed Taper

In the “big picture” this writer continues to believe that central banks are becoming less important in the G7 world…

China Thinks the US Will Blink First in the Trade War

The Chinese renminbi remains in an upward trend against the US dollar, even though the pace of appreciation has slowed…

The End of the Stock Market Rebound is Only One COVID Mutation Away

The bias towards the pro-cyclical view here has in part been based on the assumption of vaccine efficacy and the…

The US Listed Chinese ADR is Dead, Invest in the Mainland Instead

Staying on the subject of last week’s article on China, a risk of late is that the direction of travel…

To Survive China’s Market Crackdown: Pick Your Sectors Wisely

There has been an almost perfect storm in recent weeks in terms of Chinese regulatory initiatives against private sector companies…