Key drivers of this 'just right' phase, and how to play it.
Citi is severely undervalued, even as financials underperform.
2 ways to invest in the Asian country, as business-friendly presidential incumbent Joko Widodo surged ahead in election exit polls.
The second quarter will be interesting, but China's equity market does not look as tempting now as it did back in January before China injected a ton of liquidity into its system.
The outcome of the national election that will run through mid-May likely will determine the pace of economic reform in the country.
Asia, outside China, is going to have to stand on its own two feet while China and the United States get their complicated dance partnership sorted out.
With both the Fed and PBC providing cheap capital, the market has a wind at its back.
I am taking profits on energy names on WTI's 32% quarterly gain.
Equity markets marked time on Monday, mostly on light volume.
They are more seasoned than traders of any other asset class.