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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The Fall
04.09.2020
Another Day Another Record
02.09.2020
The Federal Reserve Chair Powell rereleasing that prince song as “When Doves (Cry) Sing”
31.08.2020
Optimism reigns
28.08.2020
Cash is not King!
24.08.2020
Rise in Real Yields leads to Unwind in Some Key Trades
17.08.2020
US-China tensions escalate further
10.08.2020
July FOMC meeting and Outlook for the September Meeting
03.08.2020
Souring mood as July draws to a close
31.07.2020
An eventfull week
29.07.2020
Euro strenght
22.07.2020
The Case for North Asia Equities: China/Taiwan Equities time to Deal or Fold Your Cards?
20.07.2020