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![Rainbow after the storm](https://static.wixstatic.com/media/10b0e4_cea8c6c7194249a98b0196af7bcf2bfc~mv2.png/v1/fill/w_514,h_301,fp_0.50_0.50,q_95,enc_auto/10b0e4_cea8c6c7194249a98b0196af7bcf2bfc~mv2.webp)
Aug 22, 20241 min read
Rainbow after the storm
The Stock Exchange of Thailand (SET) was one of the worst-performing markets since 2023, largely due to political issues affecting the...
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![](https://static.wixstatic.com/media/10b0e4_e63a13d63f1f4c24b51cac1fbcaf6c85~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/10b0e4_e63a13d63f1f4c24b51cac1fbcaf6c85~mv2.webp)
![Tokyo Bank Stocks vs. Treasury Yield](https://static.wixstatic.com/media/10b0e4_e63a13d63f1f4c24b51cac1fbcaf6c85~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/10b0e4_e63a13d63f1f4c24b51cac1fbcaf6c85~mv2.webp)
Aug 16, 20241 min read
Tokyo Bank Stocks vs. Treasury Yield
Chart : JCB 10-Year (red line) versus TOPIX Bank Index (RHS) (Source: Yahoo Finance; Avian Capital) The chart above illustrates a...
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![Carry trades](https://static.wixstatic.com/media/10b0e4_adf549c5e559400fbddbba5673979f65~mv2.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/10b0e4_adf549c5e559400fbddbba5673979f65~mv2.webp)
Aug 6, 20242 min read
Carry trades
We believe that the past few days of market declines can be attributed to low US employment numbers and the unwinding of Yen carry...
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