Asia-Pacific Today

 

We discuss our latest views on the financial markets in this daily publication, covering on emerging trends in sentiment and positioning, pressures on policymaker viewpoints, and opportune trading strategies.

  View Report

MacroMonday

 

Compiling our review of the latest market developments and expectations for upcoming events, our MacroMonday is a valuable weekly overview for clients with a particular focus on USD, JPY, AUD, and Gold.

  View Report

Indicator Model Update

 

This weekly update covers a range of Asia-Pacific currencies and in-house commodity indices. Our models are based on fundamental drivers and major deviations from ‘fair value’ often suggest value in entering a position.

  View Report

Commodity Reports

 

We produce three monthly reports: Gold, Iron ore and Dairy. Our reports discuss the latest pricing developments and their fundamental outlook based on global supply and demand dynamics.

  Gold Report  Iron Report   Dairy Report

Presentations

 

Our presentations highlight key drivers and risks to the outlook based on proprietary modelling and scenario analysis. Peter travels to major financial centres regularly for client meetings and is available for conference calls.

  View Report

Bespoke Analysis

 

We are regularly approached by clients to work on a range of custom analysis and research reports, including emerging market currencies, industry review, and private equity due diligence. Please contact us for more information. 

  View Report