With Phase One of the Trade Deal Done, Will North Korea Be the Next to Get U.S. Attention?

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»

Deconstructing the Donald’s Political Decisions

The Donald is clearly having the time of his life. I have to admit I find it quite remarkable how world financial markets and the world media keep reacting ... Read More»

Will The Donald Score a Double Win on China and North Korea?

The benefit of the doubt is still given to the continuation of the risk on trade that commenced on Boxing Day, with the S&P500 and the MSCI AC World Index u... Read More»

China, North Korea, Iran… Has Trump Achieved Maximum Winning?

The news flow over the past few weeks has not supported hopes that there is a better chance of a trade deal with China than currently envisaged by markets. ... Read More»

US vs China – Is it ‘Art of the Deal’ or Economic Warfare?

If monetary tightening remains the main risk for global stock markets, the threat of a trade war continues to dominate the headlines. The Donald's De... Read More»

Peaceful Kim Jong-un a Potential Catalyst for Cheap Korean Stock Market

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»