There have been remarkable developments on the Korean peninsula of late. The flurry of events began at the Winter Olympics on the artificial snow of Pyeongc... Read More»
Macro Battleship has lauded the merits of investing in emerging markets. This week the focus will be on one specific country, namely Vietnam. This is a boom... Read More»
Following the machine-driven stock market correction discussed here last week, it is worth outlining the recommended asset allocation in terms of which stock markets investors should favour. The main recommendation here is to invest in Asia and emerging markets. In the developed world Japan is favoured over Europe and U.S., in that order. But Asia and emerging markets are favoured above all.... Read More»