Tag Archives: EM

Another Year of MOTS and FOMO?

Posted on February 5, 2018 by

(first published January 14) 2017 was a stellar year for asset markets: simply being long risk was sufficient to achieve strong returns. For 2018, market participants are optimistic on the back of expectations of above-trend global growth and broadly ac-commodative monetary … Continue reading →

Posted in Uncategorized | Tagged , , , , | Leave a comment

Third Time Unlucky or The New Sino-American Symbiosis

Posted on September 18, 2015 by

The global economy is facing its third deflationary shock in succession. After the US economy and the Eurozone, China is the epicenter of the latest crisis. The erstwhile Sino-American Symbiosis resurfaces in a new, more nefarious form. The causation runs … Continue reading →

Posted in Uncategorized | Tagged , , , | Leave a comment