A curious chart was staring me in the face as I went through my excel models pressing 'refresh' on the data feeds. The chart showed the...

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

In this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...

Anyone who has been paying attention to emerging markets will have noticed the very interesting price action going on there. But since...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...

The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...

Well it's ChartBrief number 100 and what better way to mark the milestone with a look at a milestone in the emergence of emerging markets....

In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

Emerging market bonds have come under pressure along with the rest of the bond market as a sort of Taper 2.0 has hit the market [ECB...

The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...

We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

China just released it's May official PMI data, and overall the results are fairly benign, and on the surface not much to change the view....

This article talks through a recent piece of analysis we did on expected returns. For clarity when I say expected returns I mean a...

The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...