Independent Strategy

Posts by Independent Strategy

India

REPORT » 14th January, 2020 » On a slide

There is much to worry about in India. The slowdown in growth might have coincided with global weakness, but the…

Global

REPORT » 16th December, 2019 » Cold water

The removal of uncertainties is always good for a short-term market boost. But it’s often better to travel than arrive.…

Thailand

REPORT » 11th December, 2019 » A baht time?

Thailand’s currency is completely out of line with fundamentals. A large current account surplus has sustained it but that is…

UK

REPORT » 4th November, 2019 » Beyond eternity

While some might view the latest ‘postponement’ of Brexit as another example of can kicking in reality, it materially changes…

US

REPORT » 17th October, 2019 » Warning signs

The length of a cycle does not necessarily condemn it. Indeed, the recent trend in developed markets has been towards…

In the Media