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Archive
Issue 20: Mixed Bag
Don’t overlook Asean 4 just because they are, in US$ GDP terms, small compared with NE Asian peers.
Issue 19: Whiplashed
Trump's peace plan for Ukraine will prevail.
Issue 18: Turning Points
Germany, Russia and Malaysia are at turning points
Issue 17: Closing In On 2025
2025 Global investment strategy
Issue 16: Where Corporates Dare
Trading Post is overweight Dutch, Taiwanese, Japanese, and Korean companies in the semiconductor, steel, aluminium, and AI hardware sectors
Issue 15: The India Hedge
Attraction of the India hedge has diminished.
Issue 14: Disrupters - Trump Vs. DeepSeek
Stay o/w US despite Trump and DeepSeek
Issue 13: Inflation Ghost
No imminent inflation threat.
Issue 12: China In The Year Of The Snake
 Stay underweight Chinese equities, sell the renminbi. The Chinese corporate profit cycle is worsening , signalling that the  economy Is yet
Issue 11: 2025 Headwinds, Tailwinds
Headwinds and tailwinds in 2025
Issue 10: Closing In, Closing Out
Of the 43 calls made in 2024, on global markets and eleven countries/regions, 69.8% were accurate.
Issue 9: Never A Dull Moment Even In Korea
Neutral Korean equities, overweight government bonds. Hedge against won weakness across the board
Issue 8: Love Thy Neighbour
Globalisation is not reversing but evolving.
Issue 7: Japan - Where To Next?
. Trading Post maintains an overweight on equities but recommends hedging against yen weakness. Japan’s private equity market also looks in
Issue 6: Trump Triumphs
Trump 2.0 will be better than Trump 1.0.
Issue 5: Investing In The Era Of Fiscal Activism
Where to invest in an era of rising government debt and fiscal activism?
Issue 4: India - Diwali Bonus
The Indian stock market has sold off - is it time to sell or an opportunity to increase exposure?
Issue 3: US & Europe: It’s All Relative
While corporate profits and investment growth are strong in both regions, the US economy is set for a soft landing
Issue 2: The Taiwan Question
It's time to reassess Taiwan's position within the business cycle. The conclusion is stay overweight equities and the NT$.
Issue 1: Foundations: The Business Cycle Framework To Investing
By reviewing historical patterns, Trading Post explores why business cycles are inevitable, how they function, and why.
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