Contributor since: 2014
Latest Articles
The Downturn In Mining Is Affecting South Africa
Outlook Does Not Look Good For Platinum
Differentiating Between Emerging Markets For Better Returns
Chile As A Proxy For Copper
Imports Of Crude Oil By China In 2015
Indonesia As A Proxy For Macro Policy
Turkey Is Still Heading In The Wrong Direction, But Change Could Be Coming
China Yuchai Dragged Down By Macro Concerns
Concerns About Emissions Favor Palladium Vs. Platinum
Currencies Of Emerging Markets Depreciating The Most
Implications Of China's 7% Q2 GDP Growth Rate
The Second Half Of 2015 Could Be Very Different For Russia
More Interest Rate Cuts Are Coming In China If Commodities Continue To Go Down
VIP Gaming Vs. Mass Market In Macau
The Negative Impact Of The Stock Market Decline In China Is Highly Exaggerated
Why Palladium Is Still Not A Buy Even After Its Recent Decline
Defense Contractors Should Get A Boost From The New National Military Strategy
Sell Gold To Buy Platinum When Uncertainty Is High
NetEase Benefiting From The Boom In Online Games
China Mobile's Underlying Advantage In LTE Over China Telecom And Unicom
Sinopec Vs. PetroChina - Downstream Vs. Upstream
Tighter Emission Standards Works In Favor Of Yuchai
Pakistan Carries Lots Of Risk, But May Also Offer High Reward
Why Cognizant May Benefit From Competition, Not Sticking To Government Regulations
Why SMIC Eventually May Be Taken Over In China
Why Germany's Purchase Of MEADS Should Only Have Limited Impact On Raytheon
Long China, But Some Caution Is Warranted At This Point
Singapore's Greatest Strength Could One Day Turn Against It
The Tide May Be Turning Somewhat Against Cognizant And In Favor Of Wipro And Infosys
Why The Chinese Yuan Does Not Have To Be Devalued To Boost Exports
Long And Short Casinos Is The Appropriate Approach Given The Current Situation In Macau
Philip Morris Is On The Verge Of Breaking Out With The External Environment Getting Better