Market Intelligence

From time to time, we will share with you our insights to give you a window into our investment decision-making process. Feel free to drop us a comment.

What’s Up This Week

The Trump Administration implemented the promised tariffs, and it was not what anyone was expecting. Find out why markets rallied.

What’s Up This Week

When China starts to play different tunes, the resonance will be felt everywhere. Read our latest on the US-China trade talks.

What’s Up This Week

The deadline passed for comment on the tariffs targeting $200 billion of Chinese exports, and so far no implementation schedule has been set.

What’s Up This Week

Trump is further encouraged to pursue better trade deals with hard tactics, and uncertainties popping up again in Emerging Markets.

What’s Up This Week

Emerging Markets are taking a breath, and China is taking steps to strengthen the yuan ahead of trade talks with the Trump Administration.

What’s Up This Week

Turkey is finally taking measures to avert a deeper crisis, but its standoff with the US continues. China and the US are talking.

What’s Up This Week

Turkey captured the headlines last week and will likely dominate the agenda this week. However, the real story is the relentless rise in the US dollar.

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