China Economics: The Bubble that Bursts the Demand
China’s 4Q GDP grew just 6.4% in Q4, 2018, the lowest since the Global Financial Crisis (GFC). We do not believe the number matched the market...
393 Views
Chinese Market Sentiment at a Crossroad
Chinese equities face a crossroad to start the year as the market mulls a more serious phase in the structural decline in China’s economy balanced...
610 Views
China Economics: The Consumption Story
We examine the factors that contribute to consumption trend in China. This quantitative study finds that disposable income plays a significant role...
481 Views
Getting to a New Cold War-I: Trade Tension and the Continuing Challenge of Capital Flight
We do not view US Vice President Pence's 4th October speech as heralding the start of a new Cold War, as its adversarial content about China's...
388 Views
China RRR Cut - Time To Get Worried?
The Chinese stock market continues to sell off, and is along with the Philippine bourse the worst performing in Asia this year. Investors are...
515 Views