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Sky-high equity valuations here to stay?
Date: 29/05/2018
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After a steep rally at the beginning of the year, followed by weeks of market turmoil, some investors are increasingly concerned that we may have witnessed the formation of a …
International borrowing and the US Dollar
Date: 21/01/2018
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Some market participants are worried about the ever rising market value of US borrowing vis-à-vis the rest of the world – as measured by the Net International Investment Position Currency …
The UK general election result: what does it mean?
Date: 09/06/2017
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The UK general election concluded with the shock result of a hung parliament, with the Conservatives the largest party. High levels of youth turnout, enthused by Labour’s radical manifesto, a …
Turkey after the coup: three things to watch out for
Date: 30/08/2016
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Following the attempted coup in Turkey on 15th July, we examine afresh the pressure points in the Turkish economy, and note three themes investors will be watching with interest. Following …
Chinese currency decoupling
Date: 26/01/2016
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Does the recent weakness and volatility in the CNH spot and short-tenor forward market herald a new era of Chinese capital outflows? Markets in the new year have not only …
Asian ‘currency manipulation’: mainly a U.S. concern?
Date: 29/10/2015
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The US has had a long standing concern about what it perceives to be excessive “currency manipulation” on the part of some countries, especially in Asia. This concern is primarily …
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