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Archive
Issue 40: The Takaichi Bet
Markets bet big on Takaichi.
Issue 39: India - Losing Lustre
India cyclical & structural constraints
Issue 38: Europe's Structural Headwinds
Europe's troubles
Issue 37: Independence
Fed to cut by 25bps.
Issue 36: Summertime
Trump vindicated.
Issue 35: Back To The Future
2025 Investment recommendations unchanged.
Issue 34: Taking Stock & US Dollar
9/11 equity recommendations working
Issue 33: One Big Beautiful Folly
Overweight US momentum and consumer stocks.
Issue 32: Kamikaze Dodged?
Overweight Japan.
Issue 31: Q Becomes M
No good outcome
Issue 30: India - Wish You Were Here
Still time to buy India
Issue 29: China Travelogue
China is back in business.
Issue 28: Bets On
Trade war effectively over.
Issue 27: Lone Ranger
No full-blown recession, no sustained inflation resurgence
Issue 24: Liberation Day & The Art Of War
Trump's plan - hit them hard and fast - appears to working.
Issue 23: Safeharbour
Taiwan a safe harbour in Trump's trade tariff war
Issue 22: Europe In The Brave New World
Sell European bonds, buy European value and defence stocks, and don’t forget US arms companies.
Issue 20: Mixed Bag
Don’t overlook Asean 4 just because they are, in US$ GDP terms, small compared with NE Asian peers.
Issue 21: China Impact
China cannot be ignored by businesses or investors.
Issue 19: Whiplashed
Trump's peace plan for Ukraine will prevail.
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