Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Digging Beneath the Surface of Chinese GDP
China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...
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China: Poor Return for a Big Spend on Soft Power
China spends billions of dollars every year on promoting its image around the world. But recent figures in the Soft Power 30 rankings suggest that...
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