Darmine Capital is a student-run research group publishing original macro and quantitative work on APAC markets: policy divergence, FX carry, equity factors, and the regime shifts that are easy to notice too late.
Monetary-policy divergence across APAC is opening the widest policy-rate spreads in years. An outlook across eight major economies: where the gaps sit, across growth, policy, and currencies.
Contribution appendix: the APAC data and eight-economy comparison behind this paper. View ↗
One country or theme per paper, argued from public data and published in full. Monetary policy, currencies, trade, and the chip cycle.
Read the papers →The Python that pulls the public data and builds the charts behind each paper, kept simple enough to rerun by hand.
See the house view →Following APAC rates, currencies, and equity flows, and writing up what is moving them week to week.
See our work →Start with a specific, checkable claim about a market, not a vague macro view. Pull the releases that would prove it or break it.
One member drafts, the rest read it and push back. A claim only stays in if it survives the group arguing against it.
The paper goes out with its sources shown, and gets revisited when the data turns.
Six students, publishing about twice a month since late 2025. You need curiosity about Asia and the patience to follow one market closely.
How to join →
