The Dragon, The Eagle And The Elephant

18 Mei 2018

Investors seem to have started shifting their focus from equities and rates onto the US dollar. We believe that if this dollar rally accelerates it will be a major headache for emerging markets i.e. China, India, and Russia. In part 1 of this report I would like to talk about the Dragon the Eagle and The Elephant, first let’s start with the dragon; China.Over the first few months of 2018, we observed that the PMI’s (leading economic indicator) of China had peaked resulting in a slowdown in the Chinese economy as an economy slows down the prices of commodities tends to follow to the downside. Read more at patreon.com/realmd/posts