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Emerging Markets still at the mercy of Trump
President Trump has pushed forward with additional rhetoric about bigger tariffs against China. And even changing significant legislation to block Chinese investment into “key” sectors for economic and national security.
June 25, 2018
Risk off sentiment sees Investors Flee Emerging Market assets
This week is full of event risk; the US interest rates announcement, the market expects a 25-basis point increase, with an 85% probability, US and North Korea summit, US CPI,
June 11, 2018
Q1 GDP decline surprises market
Q1 GDP coming out at -2.2%, the worst since Q1 2009, reflects that the Ramaphoria optimism has not resulted in any tangible results and likely kept investors complacent. The
June 5, 2018
