Global Strategy Sleep on the Indian Stock Market at Your Own Risk October 20, 2021 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? October 13, 2021 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? October 7, 2021 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? September 27, 2021 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 September 20, 2021 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 September 17, 2021 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 September 8, 2021 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 September 2, 2021 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 August 24, 2021 There has been an almost perfect storm in recent weeks in terms of Chinese regulatory initiatives against private sector companies… Next»