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Archive
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 26: Playing Ball
We are no in the de-escalation phase of the US-China trade war.
Issue 25: Vietnam's Options
Vietnam has no choice but to negotiate a trade deal with the US.
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.
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
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