Market Quick Take – November 12, 2020

Global markets, with the notable exception of China on its anti-monopoly push, largely remained on the rally track yesterday before easing back lower overnight. Even US mega-caps bounced back after their sell-off earlier this week. Elsewhere, the USD and JPY edged back higher, while the Chinese currency is back close...

Australia: Frosty China Ties

As the US and China go head to head in the battle for hegemony, Australia has been caught in the middle of the two superpowers. With the mounting US/China tensions comes an increasingly difficult trajectory for Australia to navigate.Australia caught between superpowers is bearing the brunt of escalating tensions with...

Macro Dragon: Treason for Trump?

Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime. (These are solely the views & opinions of KVP, & do not constitute any trade or...