CX Daily: Why Chinese Companies Hesitate to Hedge Forex Risk
In Depth: Why Chinese companies hesitate to hedge forex risk. Local governments’ Covid-19 testing bills pile up, corporate earnings show
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CX Daily: China’s Never-Ending Coal Price Woes
Coal / In Depth: China’s never-ending coal price woes. Rains / Unending torrential rain leaves at least 24 dead across China
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CX Daily: Behind the Yuan’s Tumble Against the Dollar
Yuan / In Depth: Behind the yuan’s tumble against the dollar. Juvenile / China seeks to prevent sealed juvenile criminal records from being leaked
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CX Daily: China Eases Covid-19 Test Rules for Air Travelers From More Countries
China eases Covid-19 test rules for air travelers from more countries. Global investors continue to dump yuan bonds as Treasurys, dollar rise
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Positioning and Imbalances
Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...
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