New highs for Chinese economic data and US anti-China hysteria
Weekly investor research
03 August 2020
The Chinese economy continues to recover strongly. Anti-Chinese hysteria reaches a surreal new high as US President Donald Trump threatens to ban a Chinese-owned social media platform for children to sing,...
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EM external accounts at the most resilient in two decades
The Emerging View
31 July 2020
The market is starting to price broad US dollar (USD) debasement. The ongoing rally in precious metals is just one symptom of growing mistrust in the Dollar as the world’s main reserve currency.
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