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Archive
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.
Bloomberg TV Interview: US Soft Landing, Debt & the dollar
Discussing why the US is headed for a soft landing, is a debt crisis imminent and will dollar resilience persist.
Bloomberg TV: US, Europe, China Outlook
Outlook on the China economy, and expectation for several years of subpar growth in Europe and US. She speaks with Anna Edwards on Bloomberg
BBC World Business News: IMF & World Bank Annual Meeting & The Global Economy
Sharmila shares her views with Lukwesa Burak on this week's IMF-World Bank annual meeting and the challenges they face.
Bloomberg TV: Bank of Japan policy, India & China growth
Bank of Japan not in a hurry to abandon yield curve control and comfortable with inflation being outside their target and wages picking up
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