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Archive
Issue 52: Europe - The Good, Bad & Ugly
Our money is on Spain
Issue 51: Xi & China's Scoreboard
Xi has outplayed Trump
Issue 50: Chip & Taiwan's Edge
Overweight Taiwan
Issue 49: Venezuela & The US
Its all oil
Issue 48: 2025 - Closing In, Closing Out
70% call rate in 2025
Issue 47: Business Cycle Assessment
Assessment shows 3 point improvement
Issue 46: The Social Contract
Korea Inc looking good
Issue 45: Korea Inc Errs On Side Of Caution
Korea Inc looking good
Issue 43: After The Storm
ASEAN has weather the tariff storm
Issue 42: Debt & Global US$ Credit
Better 2H and 2026.
Issue 41: Trump Woos, China Swoons
A bit more optimistic about China,
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.
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