The Politics of COVID-19
The politics of the Coronavirus have become ever clearer. Domestically it is evident that Donald Trump wants to return to normal as so... Read More»
The Coronavirus has continued to drive market sentiment with the S&P500 testing its late 2018 low last Thursday (see following chart).
So long as the... Read More»
The coronavirus newsflow continues.
But the focus of concern has switched dramatically from Asia to Western Europe and North America.
The base case remains ... Read More»
A leading online vape retailer has warned that the outbreak of the novel coronavirus could cause “massive problems” for the industry.
Chinese manufacturers p... Read More»
The coronavirus continues to dominate the headlines for understandable reasons. It is increasingly clear that new cases in China have peaked. The number of ... Read More»
Christopher Wood writes about Taiwan's growing economy as a result of onshoring and the continued challenges China is facing in Taiwan, Hong Kong and the mainland.... Read More»
With the phase one trade deal with China done and North Korea's Kim Jong-un threatening nuclear tests, will Trump turn to making a deal with North Korea?... Read More»