- Advertisement -
Real estate is increasingly becoming one of the preferred mediums for investment, both for Private Equity (PE) investors as well as individuals. Investors are proactively enhancing their exposure to real estate asset class as an objective to expand wealth and...
The new administration’s South China Sea policy is taking shape — and could send ripples through international markets.The sea is dotted with reefs and shoals claimed by neighboring states but occupied by China. Beijing uses these reefs to make...
EM FX was mostly softer last week, though it ended the week firmer, buoyed by outsized MXN gains Friday.  The Fed is sending very strong signals for a March hike, which should keep EM FX on its back foot.  However,...
EM FX ended last week on a soft note despite lower US rates.  The dollar regained some traction that it lost over the course of the week, when markets pushed out Fed tightening beyond March.  Treasury Secretary Mnuchin also...
EM FX ended last week on a soft note, as some risk off sentiment crept back into the markets.  The dollar gained broadly on Friday despite lower US rates as bonds rallied, the yen gained and equities sold off.  Markit PMI...
Theresa May’s recent visits to Trump and Erdogan are under discussion as negotiations and trade deals make the reality of Brexit felt all the more strongly.With Brexit looming, Prime Minister Theresa May has kicked her “Global Britain” tour into...
The US economy is becoming seriously unproductive and the Trump Administration faces an important choice: support American business with heterodox policies such as import tariffs or abandon the strong Dollar policy? We think the strong Dollar policy has outlived...
EM ended the week on a firm note, with markets digesting what they perceived as a dovish Fed bias.  We disagree, and continue to believe that markets are underestimating the Fed’s capacity to tighten this year.  EM FX could...
Goodbye US, Hello Neighbors When it comes to its military ties, Philippines (EPHE) (PIE) is making all attempts to diversify away from its traditional ally, the United States. In October last year, President Rodrigo Duterte said that he intended to cut...
Goodbye US, Hello Neighbors When it comes to its military ties, Philippines (EPHE) (PIE) is making all attempts to diversify away from its traditional ally, the United States. In October last year, President Rodrigo Duterte said that he intended to cut...
EM was truly mixed last week, pulled in both directions by both idiosyncratic risks and global developments.  MXN, BRL, and ZAR were the best performers on the week, while TRY, HUF, and RON were the worst.  MXN gained despite...
Friends for long The US and the Philippines have long been friends. The former colonized the latter through the Second World War and has been a dedicated source of financial aid and jobs since then. Meanwhile, the US gets a...

FOLLOW US

58,017FansLike
8,586FollowersFollow
- Advertisement -

Trending