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Hyperbole

Weekly investor research

08 May 2018

Profit taking in EURUSD has morphed into profit taking in EM FX. Neither fundamentals nor value considerations support a sustained moved against EM currencies. This is the best entry point in EM fixed income for at least a couple of years, in our view.

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Another step to reset the bilateral relationship between China and the US

Weekly investor research

13 September 2021

The presidents of China and the United States (US) held conversations to reset their bilateral relationship. Trade data was stronger than expected in both China and Taiwan. South Korean lawmakers warned...

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Global PMIs shows supply chain bottlenecks persist

Weekly investor research

06 September 2021

Global PMIs declined, dragged down by Covid-19 delta variant concerns as supply chain bottlenecks kept price pressures. The Brazilian Congress approved a tax reform as the government aims for a steep fiscal...

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