China's Growth Constrained by Crisis of Industrial & RE Over-Capacity
PBoC's recent rate cuts are unlikely to sufficiently address China's real estate crisis and economic slowdown, with challenges including high...
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The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!
The likelihood that the Bank of Japan will not tighten has risen sharply. So has the price of bitcoin, now worth over USD 1 billion, which is still...
371 Views
EM by EM #42 China Could Do with a Cold Turkey
Last week was far from boring, but just when I thought we’d hit calm waters last Friday, the CBRT had me on edge. Another Governor jumping ship...
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5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth
Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape. This week will be all...
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CX Daily: Will China’s Relaxed Share Buyback Rules Help or Hinder the Market?
Stocks / Analysis: Will China’s relaxed share buyback rules help or hinder the market? China’s new rules on listed companies’ share buybacks were...
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