top of page

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...
Aug 22, 20241 min read
3 views


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...
Aug 16, 20241 min read
0 views

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...
Aug 6, 20242 min read
25 views
bottom of page