China
Macro
North Korea
Report
South Korea
United States

Korean Peninsula: Rapprochement?

In the latest in our series of reports on politics in Asia, we take a look at recent events on the Korean Peninsula....
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Asia
China
Global
Macro
Report
South Korea
United States

US protectionism: Fears overblown

The US-China trade war is set to escalate. In a follow up to the decision to impose tariffs on Chinese imports, the US...
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China
EU
Japan
United Kingdom
United States

China: Deleveraging Delusions

The Chinese government takeover of Anbang Insurance rekindled gross misunderstandings regarding deleveraging in China. The media fired off proclamations regarding “confirmation about China’s determination to rein...
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Asia
Macro
Report
United States

The Cold Hard Truth: What the US Economy’s Five Key Indicators Mean for the FED

Since the 2008 crisis, the Fed has repeatedly micromanaged the economy with little to no success. Milton Friedman used to say that there...
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Asia
China
Report
United States

Wealthy Nations – September 2017 (Full PDF Report)

Dear Reader, As this month cools down (which we sincerely hope will be the case in Hong Kong!) and autumn approaches, things heat...
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Report
Technical Analysis
United States

iShares S&P Global Healthcare ETF – Interest returning

The healthcare sector has been out of favour for a long time, but evidence is mounting that interest is returning to the sector....
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Report
Technical Analysis
United States

ETF Focus – When the tail wags the dog

The SPDR S&P500 ETF Trust (SPY US) monthly turnover (traded value) has from time to time exceeded that of the S&P 500 Index...
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