2 November 2017 Despite the flare up of dangerous geopolitical risks, Asian assets have performed exceptionally well in 2017.  Indeed, after years of underperformance, the 28% gain in Asian equity markets is twice that of the S&P500.  Likewise, shrugging off initial concerns after last year’s US election, most of the region’s currencies have appreciated handsomely … Continue reading Asia: Coping With Trump, China, and the Fed