CPG Research & Advisory

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ECONOMIC & MARKET COMMENTARY FEBRUARY 2018

Big Changes 

Two months into 2018, 2017 is barely recognisable.

Presidential term limits gone in China.

The Korean government and press fawn over the North Korean Director of Propaganda and Agitation, as the two Koreas play happy families.

Trump outpolls Obama at the same stage, while taking a hardline approach to China on trade.

Central banks no longer try to be sensitive when talking about monetary tightening.

243 is a sub-par score in a T20 cricket international.

South Africa has apartheid again. And the stockmarket moves in both directions, with high volatility 

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CommentaryWill WIlliams