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The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

Viewing 1 - 26 of 26
Global

9th June, 2020 » The hand of god

The financial crisis, subsequent Eurozone debt crisis and Japanese reflation (in name only) transformed the role of power money. Central…

Germany

7th February, 2020 » Thuringian tremors

Political and economic risks are rising in Germany and, with them, pressure on the CDU. This week’s fateful cooperation with…

India

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…

Taiwan

13th January, 2020 » Democracy rules ok?

The outcome of Saturday’s Taiwanese presidential election was no great surprise. It reinforces the problems China and President Xi face…

Global

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

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…

Hong Kong

25th November, 2019 » Democratic tensions

The victory of pro-democracy candidates in the weekend’s Hong Kong (HK) district council elections creates another problem for US/China trade…

US

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…

Europe

7th October, 2019 » , Ad-Blues

The ongoing slump in German industrial activity isn’t likely to end soon. Many of the problems are structural and result…

Global

5th June, 2019 » Duller dollar

Expectations for easier US monetary policy are taking the wind from the dollar’s sails. These market changes reflect the worsening…

Global

23rd May, 2019 » Horse trading

The populists might get 30% of the vote in the European Parliamentary elections, but that will translate into just above…

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