This blog was conceived to make more sense of our “post-truth” and populist world with increasing multi-polarity in geopolitics –which now accompany, or follow from, unconventional monetary policies. These trends are likely to completely reshape the underlying canvass on which professionals craft investment themes.
Alongside having some fun, we try to transform hunches to analyses; and analyses to philosophies. We are based in Singapore. Our work is Asia-focused. This is our little, part time, contribution to developing frameworks at a time when old certainties are no longer to be had.
We hope you enjoy reading the stuff of our views, and would love to have you participate, provide feedback –please do so without ad hominem attacks or spam or ideological tirades!
Cheers!
The Armchair Strategists (AS)