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TRADING POST

Issue 8: Love Thy Neighbour

Globalisation is not reversing but evolving.

TRADING POST

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

TRADING POST

Issue 6: Trump Triumphs

Trump 2.0 will be better than Trump 1.0.

TRADING POST

Issue 5: Investing In The Era Of Fiscal Activism

Where to invest in an era of rising government debt and fiscal activism?

TRADING POST

Issue 4: India - Diwali Bonus

The Indian stock market has sold off - is it time to sell or an opportunity to increase exposure?

TRADING POST

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

TRADING POST

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$.

TRADING POST

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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