There is much to worry about in India. The slowdown in growth might have coincided with global weakness, but the…
Posts by Independent Strategy
The outcome of Saturday’s Taiwanese presidential election was no great surprise. It reinforces the problems China and President Xi face…
Markets remain convinced that macro risks are not worth worrying about. Nor market risk, such as the growing exposure of…
Don’t look now, but actually Taiwan is doing very well out the US-China trade war. Despite that, all is not…
The removal of uncertainties is always good for a short-term market boost. But it’s often better to travel than arrive.…
Thailand’s currency is completely out of line with fundamentals. A large current account surplus has sustained it but that is…
The SPD’s new leadership choice might appear radical but it’s unlikely to mark the start of a coalition collapse. What…
Fixed income portfolios have enjoyed a bumper year in 2019. Yields are at rock bottom. That makes achieving even moderate…
The victory of pro-democracy candidates in the weekend’s Hong Kong (HK) district council elections creates another problem for US/China trade…
Germany’s export-driven success leaves it highly vulnerable to changes in global trade flows. It’s also facing broad structural pressures. The…
Investment Views – CNBC-Class
Network: CNBC-Class
While some might view the latest ‘postponement’ of Brexit as another example of can kicking in reality, it materially changes…
This report discusses what strategy would look like if the US dollar were suddenly to lose its safe-haven status. This…
The length of a cycle does not necessarily condemn it. Indeed, the recent trend in developed markets has been towards…
The trade negotiations in Washington are unlikely to shift the needle of global confidence or impending recession significantly. The Washington…
If debt were productive it would produce more than itself. This is what is needed to pay for it in…
The ongoing slump in German industrial activity isn’t likely to end soon. Many of the problems are structural and result…
Boris Johnson’s Brexit proposal is ‘unlikely to work’
Network: CNBC
Australian policymakers are on the back foot. Domestic demand is caught between falling house prices and rising unemployment. Solid trade…
The old Hong Kong we knew will not return. The political social and economic model is dead. This makes Hong…
