Update on Asia Equities
We have been overweight China as well has Taiwan/South Korea as they were first-in and first-out of the crisis. They have benefited due to their leverage to export recovery, technology and domestic consumption given their Covid response.
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Another Day Another Record
The Federal Reserve Chair Powell rereleasing that prince song as “When Doves (Cry) Sing”
Cash is not King!
Rise in Real Yields leads to Unwind in Some Key Trades
US-China tensions escalate further
July FOMC meeting and Outlook for the September Meeting
Souring mood as July draws to a close
An eventfull week
The Case for North Asia Equities: China/Taiwan Equities time to Deal or Fold Your Cards?