FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Asia-Pacific
Regional Index • 3 Publications

Financial Newsletters & Research Desks in Asia-Pacific

Research desks, macro strategy publications and market-intelligence services based in or focused on Asia-Pacific, ranked by Research Authority Score and classified by type, asset class, niche, price and vintage.

HKAnalysis

Gavekal Research

Global Macro & China (Dragonomics)

Niche · Global macro & China economics

Macro
Institutional (quote)
1999
Visit
HKAnalysis

Asian Century Stocks

Asian & Emerging Market Equity Research

Niche · Asian & emerging-market equities

Equities
~$30/mo · $300/yr
2020
Visit
AUMixed

Robot Wealth

Quantitative Trading & Research

Niche · Quant trading & research

Multi-Asset
~$30/mo
2012
Visit

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