How a Debt to Equity Swap Plan in China Could Work
The government should set up a new national pension fund to save the economy. Securitising future pension payments may be the answer to the...
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Has the Battle on Vanke Been Settled?
After my earlier note warning of a big sell-off in Vanke's H shares (from over HKD22 to below HKD16) and rebound thereafter, I want to give my...
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Video: How Much Will a Bursting of the China Bubble Hurt Singapore Banks?
Now that Singapore's banks have published their results, veteran market watchers Song Seng Wun and Kevin Scully take an in-depth look at China's...
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Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
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The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
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