Despite Trump, Asian equities remain attractive
Market optimism towards President Trump’s expectations of tax cuts, infrastructure spending, and deregulation could come under pressure should party infighting… »
Posts by: LMF LaMiaFinanza
This is how China aims at becoming a leader on environmental issues
China will be launching its first nationwide carbon market by the end of 2017. Leveraging on the experiences gained from… »
Argentina’s century bond: much ado about nothing
Argentina’s recently issued century bond deal was unexpected in terms of timing and maturity. Century bonds in Emerging Markets (EM)… »
Latin America: The winners and losers of “Trumponomics”
Political changes in the US have caused uncertainty over the trade policies that could be implemented and the region’s vulnerability… »
Jupiter comments on India’s Goods and Services Tax
India’s Goods and Services Tax (GST) came into effect over the weekend. Notwithstanding the potential for short-term disruption, the medium… »
Second Half Outlook for Asian Markets
For Asian equity markets, we hold a constructive outlook for the second half of this year, as the political and… »
China, a haven of stability?
China’s annual average GDP growth over the medium term (2018-2020) has just been revised up by the IMF – from… »
Revisiting North Korea tail risks
While we have increased moderately the probability of the tail risk scenario for North Korea (military conflict), it remains a… »
Strong trade surplus will support GDP in Q1
Mirabaud expects a positive surprise on Japanese GDP growth this quarter, with net exports likely to contribute positively, by around… »
Brexit: Europe’s real concerns focus on the other side of the channel
As the UK government looks pulls the trigger on Article 50, John Taylor, Manager of the Diversified Yield Plus Portfolio… »
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