Charles Gave: Back to the future…

. Marcuard's Market update by GaveKal Dragonomics By Charles Gave Back in 1947, war was over but a ruined European economy needed full-scale reconstruction. The US government was in the driver’s seat

The headwinds to US housebuilding

. Marcuard's Market update by GaveKal Dragonomics By Tan Kai Xian US home prices are on the up, having climbed 6% over the 12 months to February. Yet housebuilding has failed to

A clearer picture in Seoul

. Marcuard's Market update by GaveKal Dragonomics By Udith Sikand South Koreans went to the polls last week and elected a special forces soldier turned human rights lawyer as president. Moon Jae-in