This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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25 Apr 22
China - The Predictable Fate Of The Yuan Pegasus
#Finance#China#Strategy Archive#COVID-19#Exchange Rates#USD#Exports#Real Estate#Capital Flows#Renminbi (RMB)#Yuan#SGD#AUD#Economic Policies#Multiplier Effects#Economic Disruption.
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
23 Jul 20
China - No Capital Fright
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
01 Jun 18
China - Deleveraging And The A Shares Revolution
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
24 Jun 16
Brexit - Pandora's Box Opened
#Politics#Strategy Archive#Economy#Investment#Bank of England#Capital Flows#Globalization#Safe Havens#Stocks
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
20 Jan 15
Europe - Capital Account Flow Euro Pressure
#Finance#Strategy Archive#Economy#Eurozone#Europe#European Central Bank#Capital Flows#Sovereign Debt
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
08 Oct 14
Equities - Taking Profits
#Markets#Strategy Archive#Equities#Economic Recovery#Global Debt#United States#Capital Flows#Federal Reserve#Labour Market
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
30 May 13
EM Currency - Pause For Thought
#US#Euro#Strategy Archive#Europe#US Dollar#Currencies#Risk Management#Interest Rates#Exchange Rates#Capital Flows#Yield#Middle-Income Trap#Borrowing#Investment Themes#Safe-Haven Bonds#EM Currencies
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
31 Jan 11
EM Currencies - The Long And The Short Of It
#Strategy Archive#Europe#Currencies#Developed Markets#Risk Management#Short Selling#Exchange Rates#Investments#Capital Flows#Reversal#Long Position#Turkish Lira#Indonesian Rupiah#South African Rand#Singapore Dollar#Czech Koruna#Israeli Shekel
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
30 Mar 10
India - Chasing The Curve
#China#Central Banks#Strategy Archive#Economy#Inflation#Exchange Rates#Asset Prices#Capital Flows#India#Reserve Bank of India (RBI)#Private Sector Borrowing
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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