13 Nov 2020
Long EM vs US remains one of Vanda’s highest conviction trades.
For further information about this research publication contact us at sales@vanda.com.
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Vanda Risk Update: Buy Taiwan/Korea Tech If Unconvinced About Value Rotation
13 Nov 2020 Long EM vs US remains one of Vanda’s highest conviction trades. For further information about this research publication contact us at sales@van
Vanda Research Limited
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French debt looks unsustainable. The flows don't say crisis. Yet.
France’s debt outlook is deteriorating, but foreign demand for OATs remains strong. Chris Marsh examines the risks and what could trigger a funding crisis.
Vanda Research · 4 min
Australia may be about to hike into weakness
Another RBA hike looks increasingly likely, but weakening business conditions and diverging Australia–New Zealand data could matter more for rates and AUD/NZD.
Vanda Research · 1 min
Exante Data to become Vanda Macro Intelligence
Vanda to complete the integration of Exante Data, which will become Vanda Macro Intelligence from 1 October, bringing macro, positioning and flow data, analytics and insights together under one brand and platform.
Vanda Research · 3 min