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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France's OAT Stress: Fast Money Has Moved. Will Real Money Follow?
Leveraged RV unwinds amplified the OAT sell-off. With fast money largely out, will real-money investors keep financing France? Vanda’s analysis.
Vanda Research · 5 min
Vanda's Alex Etra and CFR's Brad Setser: De-reservification, not de-dollarization
Vanda's Alex Etra and CFR's Brad Setser examine de-dollarization, shifting sovereign capital flows and what they mean for global demand for US assets.
Vanda Research · 1 min
Eric Liu on Schwab's On Investing: Why Investor Positioning Matters
Vanda co-founder Eric Liu joins Schwab’s On Investing to discuss investor positioning, capital flows and the forces shaping today’s markets.
Vanda Research · 1 min