Friday, 23 September 2011 Issue Vol. XIX No. 38
By
Graham Macdonald
My business partner, Paul Gambles, was chatting again recently with John Noonan, Senior FX Analyst at Thomson Reuters. Like us, John sees the Swiss Franc as overvalued, although I do…
Friday, 09 September 2011 Issue Vol. XIX No. 36
By
Graham Macdonald
There’s a great deal of talk about Asian currencies of late - especially the Chinese Renminbi which has joined the ASEAN currencies and the Yen on our list of currencies…
Friday, 02 September 2011 Issue Vol. XIX No. 35
By
Graham Macdonald
The idea of the Euro project was also at least partly underpinned by an impetus that has been a constant theme in European history throughout the last three millennia; namely…
Friday, 12 August 2011 Issue Vol. XIX No. 32
By
Graham Macdonald
The Chinese recently raised rates again by 25bps to 6.65%, the fifth time since initially starting to raise rates in October of 2010. This has been as a result of…
Friday, 05 August 2011 Issue Vol. XIX No. 31
By
Graham Macdonald
Today the focus will be on the Land of the Rising Sun, where earlier this year a 9.0-magnitude undersea earthquake occurred some 72 kilometres off the coast of north-eastern Japan,…
Well, no-one can say the markets this year have been boring. Indeed, we are certainly living in interesting times. I cannot think of any time like this one where we…
William Littlewoods of Artemis has been very aggressive recently on his shorting of the Aussie Dollar (AUD). This is because he reckons the Australian housing market is about to take…
In Thailand right now we are seeing a lot of focus on political risk. This is understandable in the run up to what may prove to be a landmark election.…
The International Monetary Fund (IMF) produces many reports every year for public consumption. One that was snuck away at the back of a report on Asia repeated previous claims that…