Macro Chart Focus: Surprises and Uncertainty Premia
There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter. Fortunately, as we...
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A Cyclical Turning Point For China Property?
A number of indicators point at an impending turning point for the aggregate level house price growth in China. Historically, a set of indicators...
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China Property - What's Really Happened To The House Prices Over The Past 6 Years?
In this one-minute animation (below) we illustrate the dynamics of the house price growth in China across 100 major cities on a monthly basis...
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A Look at PPI and CPI Data From China
With China devaluing the RMB, PPI remains firmly negative though the decline has slowed.. This negative trend in PPI will inevitably have a...
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China's Banks Are Less Risky Than You Think
Contrary to the market, we believe the potential credit loss to the system is manageable and the capital shortfall should be gradually absorbed by...
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