An common expression that winds me up with reference to markets is “uncertainty” – markets are always uncertain by definition because human

China HY property low beta names tumbled 3pts yesterday, high beta names such as Kaisa were anywhere from 4pts to 8pts lower following...

*Score is the sum of the 1-5 ranking of the parameter in this universe of equities (min 4, max 20) AC = % upside to Analyst Consensus...

An important element of our process is having a sense of the prevailing bias or consensus beliefs. That is particularly important when it...

As one astute Italian observer put it “the arithmetic of energy is pretty straightforward. Resources are depleting fast, as the easier...

Today's Market Snapshot from Conduit Securities Pte Ltd. Commentary The bond market is stressing over the Evergrande’s US$ bonds, which...

As we suspected the Jerome Powell’s Jackson Hole speech was not a watershed event. The Fed Chairman broke little new ground,...

Most crises throughout history have been caused or exacerbated by a build up of excess credit. When the economic history books are...

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