Monthly Archives
A lot of noise and very little signal. On the political front, there appears to be some disarray in the Trump transition team as they cannot agree on whether Romney should be invited to the party.
Continue readingThere will be much volatility. This is a trite statement. The world will be watching for signs of a Hard Trump versus a Soft Trump. As he announces his cabinet, the choice of candidate will be indicative of a Hard or Soft Trump and markets will react accordingly. (…)
Continue readingChina A-shares offer some post-Trump refuge but assets that price-in fundamentals instead of macro are preferable, says Bryan Goh, CIO at Bordier & Cie.
Continue readingSingapore-based Jimmy Ng from Bordier & Cie told Citywire Asia he is working with six newly approved asset managers, including Invesco, Pimco and Neuberger Berman.
Continue reading