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Chinese Momentum: Driving Markets or a Crowded Consensus?

EM Cycle Watch: South Korea a good buy?

Amidst some EARLY resurgence in China and signs of cyclical rebound, South Korea looks increasingly compelling. Could this convergence of factors signal a strategic entry point into South Korea’s manufacturing and AI-focused market?

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EM by EM #42 China could do with a cold Turkey

EM by EM #40: Chinese Promises and Mexican Traps

As we conclude a busy midweek with loads of matter to digest in a global macro we will this week attempt to make an odd synthesis between the recent events in China its importance for price action and how we look at it going forward and Trump’s success in New Hampshire and how we are currently framing the 2016 campaign in the context of the EM space

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China Watch: Trading the latest rate cut stimulus

China Watch: From a controlled demolition to another round of damage control?

The drivers of the recent sell-off in Chinese equities mirror the weakness of the Real Estate sector and the two are inherently interlinked. The question is whether the leadership will respond to the sell-off in the same way they did during the Real Estate crisis last year. In such case, fundamentals will remain unadressed. Read our takeaway below

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Something for your Espresso: Unions paving the way for Ueda

Something for your Espresso: No hike if you cut!

The Bank of Japan is unlikely to move the needle, if the Fed cuts rates. It is now a relative game between Ueda and Powell. Meanwhile markets are pricing a growing inflation divergence in G10 space.

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EM by EM #42 China could do with a cold Turkey

EM by EM #34: Xi’s whip and Powell’s kneeling

After tonight’s press conference, any doubt about who is driving monetary policy should be dispelled. Powell appears to be allowing the market to dictate and is hesitant to provide significant guidance, in stark contrast to Xi and China, which seem somewhat immobilized yet hesitant to acknowledge reality

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